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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 | $24,112 | $111,785-78.4% | $93,669-74.3% | $145,877-83.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 9.27% | 203.79%-194.5pp | 133.59%-124.3pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,043 | $3,096-66.3% | $2,424-57.0% | $4,663-77.6% |
| Participant deferral / active EE | $1,675 | $4,919-65.9% | $4,416-62.1% | $6,691-75.0% |
| Admin fee / account holder | $264 | $10,256-97.4% | $8,291-96.8% | $13,402-98.0% |