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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 | $47,240 | $211,288-77.6% | $178,540-73.5% | $145,884-67.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.95% | 30.27%-10.3pp | 27.15%-7.2pp | 551.85%-531.9pp |
| Employer contribution / active EE | $6,462 | $4,574+41.3% | $3,953+63.5% | $4,662+38.6% |
| Participant deferral / active EE | $11,500 | $6,967+65.1% | $6,281+83.1% | $6,690+71.9% |
| Admin fee / account holder | $254 | $12,105-97.9% | $10,424-97.6% | $13,392-98.1% |