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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 | $30,644 | $227,597-86.5% | $189,575-83.8% | $167,536-81.7% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 11.74% | 78.44%-66.7pp | 64.19%-52.4pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,282 | $5,316-75.9% | $4,412-70.9% | $4,839-73.5% |
| Participant deferral / active EE | $5,988 | $7,002-14.5% | $6,174-3.0% | $6,342-5.6% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |