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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 | $10,745 | $95,664-88.8% | $76,902-86.0% | $139,487-92.3% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 34.35% | 55.03%-20.7pp | 37.91%-3.6pp | 373.84%-339.5pp |
| Employer contribution / active EE | $1,394 | $3,147-55.7% | $2,534-45.0% | $4,755-70.7% |
| Participant deferral / active EE | $3,189 | $4,626-31.1% | $3,833-16.8% | $6,713-52.5% |
| Admin fee / account holder | $106 | $8,311-98.7% | $5,479-98.1% | $11,407-99.1% |