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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 | $18,890 | $169,237-88.8% | $129,339-85.4% | $145,978-87.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 10.71% | 14364.43%-14353.7pp | 9437.05%-9426.3pp | 550.52%-539.8pp |
| Employer contribution / active EE | $683 | $5,540-87.7% | $4,154-83.6% | $4,662-85.4% |
| Participant deferral / active EE | $813 | $4,991-83.7% | $4,170-80.5% | $6,690-87.8% |
| Admin fee / account holder | $122 | $9,882-98.8% | $7,668-98.4% | $13,400-99.1% |