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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 | $38,779 | $106,001-63.4% | $92,235-58.0% | $147,585-73.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 23.54% | 50.05%-26.5pp | 176.28%-152.7pp | 578.56%-555.0pp |
| Employer contribution / active EE | $1,412 | $4,333-67.4% | $3,679-61.6% | $4,876-71.0% |
| Participant deferral / active EE | $1,990 | $4,478-55.6% | $3,897-48.9% | $5,439-63.4% |
| Admin fee / account holder | $105 | $6,332-98.3% | $5,194-98.0% | $10,885-99.0% |