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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 | $132,549 | $76,634+73.0% | $56,054+136.5% | $145,978-9.2% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 7.12% | 3004.33%-2997.2pp | 1705.95%-1698.8pp | 550.52%-543.4pp |
| Employer contribution / active EE | $800 | $1,380-42.0% | $1,039-23.0% | $4,662-82.8% |
| Participant deferral / active EE | $5,500 | $2,622+109.7% | $1,952+181.7% | $6,690-17.8% |
| Admin fee / account holder | $53 | $3,321-98.4% | $2,822-98.1% | $13,400-99.6% |