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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 | $37,290 | $97,751-61.9% | $103,447-64.0% | $145,877-74.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 108.01% | 25.43%+82.6pp | 23.92%+84.1pp | 551.28%-443.3pp |
| Employer contribution / active EE | $2,339 | $4,684-50.1% | $4,678-50.0% | $4,663-49.8% |
| Participant deferral / active EE | $3,730 | $6,603-43.5% | $6,624-43.7% | $6,691-44.2% |
| Admin fee / account holder | $120 | $12,515-99.0% | $9,415-98.7% | $13,402-99.1% |