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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 | $15,890 | $169,361-90.6% | $129,397-87.7% | $145,877-89.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 22.44% | 14395.54%-14373.1pp | 9453.98%-9431.5pp | 551.28%-528.8pp |
| Employer contribution / active EE | $2,533 | $5,542-54.3% | $4,154-39.0% | $4,663-45.7% |
| Participant deferral / active EE | $5,669 | $4,987+13.7% | $4,167+36.0% | $6,691-15.3% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |