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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 | $32,703 | $175,231-81.3% | $149,696-78.2% | $139,466-76.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 23.98% | 166.77%-142.8pp | 134.46%-110.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $1,674 | $5,478-69.4% | $4,821-65.3% | $4,754-64.8% |
| Participant deferral / active EE | $5,065 | $6,521-22.3% | $5,682-10.9% | $6,712-24.5% |
| Admin fee / account holder | $19 | $16,155-99.9% | $13,212-99.9% | $11,409-99.8% |