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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 | $42,704 | $160,070-73.3% | $147,117-71.0% | $145,897-70.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.80% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,395 | $5,285-73.6% | $4,932-71.7% | $4,663-70.1% |
| Participant deferral / active EE | $5,306 | $8,419-37.0% | $8,065-34.2% | $6,689-20.7% |
| Admin fee / account holder | $217 | $15,035-98.6% | $12,993-98.3% | $13,390-98.4% |