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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 | $36,206 | $176,688-79.5% | $130,660-72.3% | $152,897-76.3% |
| Participation rate | 20.0% | 79.0%-59.0pp | 71.7%-51.7pp | 82.5%-62.5pp |
| Annual return | 25.72% | 2693.08%-2667.4pp | 1709.29%-1683.6pp | 345.43%-319.7pp |
| Employer contribution / active EE | $613 | $5,743-89.3% | $4,092-85.0% | $4,764-87.1% |
| Participant deferral / active EE | $715 | $4,362-83.6% | $3,603-80.2% | $5,851-87.8% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |