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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 | $13,284 | $67,823-80.4% | $52,425-74.7% | $137,256-90.3% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 22.20% | 219.11%-196.9pp | 302.12%-279.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,050 | $1,163-9.8% | $914+14.8% | $4,156-74.7% |
| Participant deferral / active EE | $1,375 | $2,288-39.9% | $1,790-23.2% | $6,407-78.5% |
| Admin fee / account holder | $22 | $2,844-99.2% | $2,495-99.1% | $12,270-99.8% |