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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 | $30,402 | $67,823-55.2% | $52,425-42.0% | $137,256-77.9% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 17.80% | 219.11%-201.3pp | 302.12%-284.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,476 | $1,163+26.9% | $914+61.4% | $4,156-64.5% |
| Participant deferral / active EE | $3,091 | $2,288+35.1% | $1,790+72.6% | $6,407-51.8% |
| Admin fee / account holder | $97 | $2,844-96.6% | $2,495-96.1% | $12,270-99.2% |