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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 | $15,809 | $49,199-67.9% | $121,204-87.0% | $75,173-79.0% |
| Participation rate | 63.6% | 55.4%+8.2pp | 69.5%-5.9pp | 67.2%-3.6pp |
| Annual return | 24.14% | 56.04%-31.9pp | 987.18%-963.0pp | 160.72%-136.6pp |
| Employer contribution / active EE | $396 | $1,547-74.4% | $4,170-90.5% | $2,671-85.2% |
| Participant deferral / active EE | $2,081 | $2,630-20.9% | $4,083-49.0% | $4,126-49.6% |
| Admin fee / account holder | $211 | $3,946-94.6% | $5,651-96.3% | $5,651-96.3% |