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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 | $11,019 | $96,678-88.6% | $86,640-87.3% | $139,466-92.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.51% | 106.69%-83.2pp | 592.52%-569.0pp | 373.66%-350.2pp |
| Employer contribution / active EE | $876 | $3,265-73.2% | $3,024-71.0% | $4,754-81.6% |
| Participant deferral / active EE | $2,441 | $4,837-49.5% | $4,438-45.0% | $6,712-63.6% |
| Admin fee / account holder | $76 | $6,410-98.8% | $5,616-98.6% | $11,409-99.3% |