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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 | $35,805 | $150,447-76.2% | $136,298-73.7% | $147,586-75.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 25.31% | 1049.15%-1023.8pp | 5156.27%-5131.0pp | 578.59%-553.3pp |
| Employer contribution / active EE | $1,445 | $5,256-72.5% | $4,696-69.2% | $4,876-70.4% |
| Participant deferral / active EE | $4,388 | $6,631-33.8% | $6,247-29.8% | $5,439-19.3% |
| Admin fee / account holder | $71 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |