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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 | $24,079 | $166,131-85.5% | $164,975-85.4% | $145,877-83.5% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 13.60% | 100.37%-86.8pp | 70.12%-56.5pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,576 | $5,276-70.1% | $4,343-63.7% | $4,663-66.2% |
| Participant deferral / active EE | $5,053 | $6,962-27.4% | $6,033-16.3% | $6,691-24.5% |
| Admin fee / account holder | $254 | $16,648-98.5% | $12,688-98.0% | $13,402-98.1% |