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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 | $24,101 | $101,063-76.2% | $81,473-70.4% | $147,586-83.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 2763.73% | 32.41%+2731.3pp | 38.78%+2724.9pp | 578.59%+2185.1pp |
| Employer contribution / active EE | $1,114 | $3,206-65.3% | $2,568-56.6% | $4,876-77.2% |
| Participant deferral / active EE | $7,246 | $4,242+70.8% | $3,537+104.9% | $5,439+33.2% |
| Admin fee / account holder | $32 | $5,812-99.4% | $4,561-99.3% | $10,886-99.7% |