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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 | $79,243 | $111,785-29.1% | $93,669-15.4% | $145,877-45.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 19.97% | 203.79%-183.8pp | 133.59%-113.6pp | 551.28%-531.3pp |
| Employer contribution / active EE | $4,529 | $3,096+46.3% | $2,424+86.9% | $4,663-2.9% |
| Participant deferral / active EE | $6,028 | $4,919+22.6% | $4,416+36.5% | $6,691-9.9% |
| Admin fee / account holder | $63 | $10,256-99.4% | $8,291-99.2% | $13,402-99.5% |