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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 | $51,889 | $99,995-48.1% | $85,063-39.0% | $145,978-64.5% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.7pp |
| Annual return | 22.88% | 83.99%-61.1pp | 66.54%-43.7pp | 550.52%-527.6pp |
| Employer contribution / active EE | $1,284 | $3,231-60.3% | $2,727-52.9% | $4,662-72.5% |
| Participant deferral / active EE | $4,158 | $5,295-21.5% | $4,523-8.1% | $6,690-37.8% |
| Admin fee / account holder | $30 | $7,255-99.6% | $6,155-99.5% | $13,400-99.8% |