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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 | $5,847 | $167,030-96.5% | $135,768-95.7% | $155,188-96.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 23.78% | 678.39%-654.6pp | 526.10%-502.3pp | 148.84%-125.1pp |
| Employer contribution / active EE | $428 | $4,132-89.6% | $3,394-87.4% | $4,248-89.9% |
| Participant deferral / active EE | $857 | $4,528-81.1% | $3,977-78.5% | $6,531-86.9% |
| Admin fee / account holder | $73 | $8,172-99.1% | $7,048-99.0% | $14,480-99.5% |