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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 | $30,514 | $183,539-83.4% | $155,556-80.4% | $145,897-79.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 17.11% | 61.31%-44.2pp | 64.84%-47.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,637 | $5,315-50.4% | $4,675-43.6% | $4,663-43.5% |
| Participant deferral / active EE | $3,548 | $6,467-45.1% | $5,631-37.0% | $6,689-47.0% |
| Admin fee / account holder | $3 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |