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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 | $126,217 | $148,623-15.1% | $135,974-7.2% | $139,466-9.5% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 18.94% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.7pp |
| Employer contribution / active EE | $1,598 | $5,246-69.5% | $4,859-67.1% | $4,754-66.4% |
| Participant deferral / active EE | $3,196 | $8,103-60.6% | $7,760-58.8% | $6,712-52.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |