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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 | $10,732 | $88,702-87.9% | $81,780-86.9% | $145,978-92.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.98% | 1029.12%-1017.1pp | 776.27%-764.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $377 | $3,084-87.8% | $2,914-87.1% | $4,662-91.9% |
| Participant deferral / active EE | $703 | $4,645-84.9% | $4,321-83.7% | $6,690-89.5% |
| Admin fee / account holder | $182 | $8,414-97.8% | $7,384-97.5% | $13,400-98.6% |