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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 | $30,655 | $102,595-70.1% | $94,057-67.4% | $154,746-80.2% |
| Participation rate | 64.3% | 76.0%-11.7pp | 73.3%-9.1pp | 80.7%-16.4pp |
| Annual return | 22.68% | 583.42%-560.7pp | 480.62%-457.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,537 | $3,147-51.2% | $2,933-47.6% | $4,379-64.9% |
| Participant deferral / active EE | $3,803 | $5,118-25.7% | $4,709-19.3% | $6,730-43.5% |
| Admin fee / account holder | $115 | $7,736-98.5% | $7,244-98.4% | $14,365-99.2% |