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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 | $11,914 | $105,145-88.7% | $94,664-87.4% | $139,466-91.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 37.06% | 38.09%-1.0pp | 156.84%-119.8pp | 373.66%-336.6pp |
| Employer contribution / active EE | $2,744 | $4,107-33.2% | $3,673-25.3% | $4,754-42.3% |
| Participant deferral / active EE | $5,006 | $7,599-34.1% | $7,417-32.5% | $6,712-25.4% |
| Admin fee / account holder | $17 | $8,972-99.8% | $7,222-99.8% | $11,409-99.9% |