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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 | $5,915 | $154,754-96.2% | $124,206-95.2% | $138,895-95.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 29.54% | 709.28%-679.7pp | 515.27%-485.7pp | 145.39%-115.9pp |
| Employer contribution / active EE | $875 | $4,446-80.3% | $3,540-75.3% | $4,194-79.1% |
| Participant deferral / active EE | $875 | $4,621-81.1% | $3,968-78.0% | $6,396-86.3% |
| Admin fee / account holder | $11 | $6,690-99.8% | $5,929-99.8% | $12,562-99.9% |