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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 | $16,645 | $43,730-61.9% | $121,220-86.3% | $64,173-74.1% |
| Participation rate | 36.7% | 58.3%-21.7pp | 71.8%-35.1pp | 69.6%-32.9pp |
| Annual return | 155.24% | 68.94%+86.3pp | 16.94%+138.3pp | 7.63%+147.6pp |
| Employer contribution / active EE | $443 | $1,297-65.8% | $4,023-89.0% | $2,381-81.4% |
| Participant deferral / active EE | $2,118 | $2,281-7.1% | $3,345-36.7% | $3,470-38.9% |
| Admin fee / account holder | $141 | $3,502-96.0% | $5,021-97.2% | $4,887-97.1% |