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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 | $9,374 | $88,754-89.4% | $81,820-88.5% | $145,877-93.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 18.36% | 1031.77%-1013.4pp | 777.93%-759.6pp | 551.28%-532.9pp |
| Employer contribution / active EE | $1,577 | $3,085-48.9% | $2,915-45.9% | $4,663-66.2% |
| Participant deferral / active EE | $2,107 | $4,648-54.7% | $4,323-51.3% | $6,691-68.5% |
| Admin fee / account holder | $114 | $8,424-98.6% | $7,391-98.5% | $13,402-99.2% |