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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 | $10,447 | $90,614-88.5% | $76,089-86.3% | $145,877-92.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 30.63% | 623.80%-593.2pp | 360.94%-330.3pp | 551.28%-520.7pp |
| Employer contribution / active EE | $1,514 | $3,324-54.5% | $2,690-43.7% | $4,663-67.5% |
| Participant deferral / active EE | $1,997 | $5,168-61.4% | $4,259-53.1% | $6,691-70.2% |
| Admin fee / account holder | $32 | $8,376-99.6% | $6,418-99.5% | $13,402-99.8% |