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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 | $9,301 | $162,529-94.3% | $130,788-92.9% | $154,746-94.0% |
| Participation rate | 30.8% | 75.9%-45.1pp | 70.1%-39.3pp | 80.7%-49.9pp |
| Annual return | 25.80% | 510.48%-484.7pp | 386.44%-360.6pp | 172.34%-146.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,416 | $4,808-49.8% | $4,137-41.6% | $6,730-64.1% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |