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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 | $25,345 | $95,580-73.5% | $76,872-67.0% | $139,466-81.8% |
| Participation rate | 68.2% | 74.0%-5.8pp | 69.6%-1.4pp | 80.3%-12.2pp |
| Annual return | 25.74% | 55.00%-29.3pp | 37.90%-12.2pp | 373.66%-347.9pp |
| Employer contribution / active EE | $1,696 | $3,145-46.1% | $2,533-33.1% | $4,754-64.3% |
| Participant deferral / active EE | $2,416 | $4,623-47.7% | $3,832-36.9% | $6,712-64.0% |
| Admin fee / account holder | $149 | $8,302-98.2% | $5,476-97.3% | $11,409-98.7% |