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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 | $34,028 | $102,663-66.9% | $86,216-60.5% | $139,466-75.6% |
| Participation rate | 63.2% | 74.5%-11.3pp | 69.0%-5.8pp | 80.3%-17.2pp |
| Annual return | 21.68% | 1924.52%-1902.8pp | 1169.42%-1147.7pp | 373.66%-352.0pp |
| Employer contribution / active EE | $1,894 | $3,035-37.6% | $2,382-20.5% | $4,754-60.2% |
| Participant deferral / active EE | $3,919 | $4,677-16.2% | $3,986-1.7% | $6,712-41.6% |
| Admin fee / account holder | $128 | $8,663-98.5% | $6,853-98.1% | $11,409-98.9% |