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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 | $8,024 | $96,388-91.7% | $80,627-90.0% | $139,466-94.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 16.46% | 1352.08%-1335.6pp | 936.76%-920.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $919 | $5,224-82.4% | $4,443-79.3% | $6,712-86.3% |
| Admin fee / account holder | $151 | $6,603-97.7% | $5,381-97.2% | $11,409-98.7% |