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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 | $63,754 | $160,059-60.2% | $140,019-54.5% | $135,380-52.9% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.5%-67.5pp | 82.6%-62.6pp |
| Annual return | 6.26% | 911.48%-905.2pp | 651.17%-644.9pp | 519.81%-513.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |