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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 | $34,443 | $102,696-66.5% | $86,235-60.1% | $139,487-75.3% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.0%-21.9pp | 80.3%-33.3pp |
| Annual return | 25.24% | 1925.91%-1900.7pp | 1170.03%-1144.8pp | 373.84%-348.6pp |
| Employer contribution / active EE | $2,269 | $3,034-25.2% | $2,381-4.7% | $4,755-52.3% |
| Participant deferral / active EE | $3,233 | $4,679-30.9% | $3,987-18.9% | $6,713-51.8% |
| Admin fee / account holder | $145 | $8,667-98.3% | $6,856-97.9% | $11,407-98.7% |