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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 | $64,099 | $198,462-67.7% | $170,439-62.4% | $147,585-56.6% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 16.76% | 257.30%-240.5pp | 205.94%-189.2pp | 578.58%-561.8pp |
| Employer contribution / active EE | $5,334 | $6,184-13.7% | $5,433-1.8% | $4,876+9.4% |
| Participant deferral / active EE | $9,000 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $299 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |