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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 | $83,173 | $76,608+8.6% | $56,077+48.3% | $145,877-43.0% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 10.70% | 3009.59%-2998.9pp | 1709.28%-1698.6pp | 551.28%-540.6pp |
| Employer contribution / active EE | $823 | $1,382-40.4% | $1,040-20.9% | $4,663-82.4% |
| Participant deferral / active EE | $4,809 | $2,624+83.3% | $1,954+146.1% | $6,691-28.1% |
| Admin fee / account holder | $20 | $3,325-99.4% | $2,825-99.3% | $13,402-99.9% |