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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 | $61,543 | $67,823-9.3% | $52,425+17.4% | $137,256-55.2% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 16.33% | 219.11%-202.8pp | 302.12%-285.8pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,363 | $1,163+17.2% | $914+49.1% | $4,156-67.2% |
| Participant deferral / active EE | $1,657 | $2,288-27.6% | $1,790-7.5% | $6,407-74.1% |
| Admin fee / account holder | $150 | $2,844-94.7% | $2,495-94.0% | $12,270-98.8% |