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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 | $16,963 | $148,582-88.6% | $135,942-87.5% | $139,456-87.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 262.40% | 79.26%+183.1pp | 68.28%+194.1pp | 373.45%-111.1pp |
| Employer contribution / active EE | $1,609 | $5,245-69.3% | $4,858-66.9% | $4,753-66.1% |
| Participant deferral / active EE | $8,398 | $8,101+3.7% | $7,759+8.2% | $6,711+25.1% |
| Admin fee / account holder | $47 | $12,402-99.6% | $10,764-99.6% | $11,407-99.6% |