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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,823 | $100,911-74.4% | $90,440-71.4% | $158,966-83.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 37.21% | 1726.62%-1689.4pp | 1294.38%-1257.2pp | 302.95%-265.7pp |
| Employer contribution / active EE | $2,690 | $3,690-27.1% | $3,263-17.6% | $4,762-43.5% |
| Participant deferral / active EE | $5,778 | $4,348+32.9% | $3,964+45.8% | $5,983-3.4% |
| Admin fee / account holder | $168 | $6,507-97.4% | $5,615-97.0% | $11,250-98.5% |