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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 | $26,706 | $226,090-88.2% | $182,531-85.4% | $152,885-82.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 49.34% | 192.57%-143.2pp | 148.57%-99.2pp | 345.39%-296.1pp |
| Employer contribution / active EE | $7,810 | $4,978+56.9% | $4,075+91.6% | $4,763+64.0% |
| Participant deferral / active EE | $12,707 | $6,369+99.5% | $5,525+130.0% | $5,851+117.2% |
| Admin fee / account holder | $263 | $10,705-97.5% | $8,593-96.9% | $11,598-97.7% |