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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 | $87,864 | $58,714+49.6% | $142,874-38.5% | $85,856+2.3% |
| Participation rate | 55.6% | 58.5%-2.9pp | 72.0%-16.4pp | 69.3%-13.8pp |
| Annual return | 15.64% | 27.73%-12.1pp | 5638.58%-5622.9pp | 318.58%-302.9pp |
| Employer contribution / active EE | $919 | $1,423-35.5% | $4,145-77.8% | $2,565-64.2% |
| Participant deferral / active EE | $13,057 | $2,608+400.6% | $3,838+240.2% | $3,952+230.4% |
| Admin fee / account holder | $32 | $4,241-99.2% | $6,561-99.5% | $6,261-99.5% |