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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 | $38,217 | $160,028-76.1% | $147,080-74.0% | $145,884-73.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.72% | 98.60%-81.9pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $3,607 | $5,286-31.8% | $4,933-26.9% | $4,662-22.6% |
| Participant deferral / active EE | $5,092 | $8,422-39.5% | $8,066-36.9% | $6,690-23.9% |
| Admin fee / account holder | $222 | $15,030-98.5% | $12,989-98.3% | $13,392-98.3% |