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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 | $28,768 | $166,242-82.7% | $165,071-82.6% | $145,884-80.3% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 15.31% | 100.44%-85.1pp | 70.17%-54.9pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,900 | $5,283-64.0% | $4,347-56.3% | $4,662-59.2% |
| Participant deferral / active EE | $3,835 | $6,964-44.9% | $6,035-36.5% | $6,690-42.7% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |