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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 | $23,399 | $166,268-85.9% | $165,100-85.8% | $145,897-84.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.31% | 100.52%-84.2pp | 70.21%-53.9pp | 552.29%-536.0pp |
| Employer contribution / active EE | $6,206 | $5,284+17.4% | $4,348+42.7% | $4,663+33.1% |
| Participant deferral / active EE | $6,750 | $6,964-3.1% | $6,035+11.8% | $6,689+0.9% |
| Admin fee / account holder | $146 | $16,659-99.1% | $12,696-98.9% | $13,390-98.9% |