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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 | $8,685 | $99,995-91.3% | $85,063-89.8% | $145,978-94.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 17.07% | 83.99%-66.9pp | 66.54%-49.5pp | 550.52%-533.4pp |
| Employer contribution / active EE | $868 | $3,231-73.1% | $2,727-68.2% | $4,662-81.4% |
| Participant deferral / active EE | $1,866 | $5,295-64.8% | $4,523-58.7% | $6,690-72.1% |
| Admin fee / account holder | $20 | $7,255-99.7% | $6,155-99.7% | $13,400-99.9% |