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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 | $23,560 | $108,226-78.2% | $77,513-69.6% | $158,950-85.2% |
| Participation rate | 21.4% | 64.4%-43.0pp | 54.2%-32.8pp | 82.0%-60.5pp |
| Annual return | 46.05% | 31.67%+14.4pp | 54.81%-8.8pp | 302.91%-256.9pp |
| Employer contribution / active EE | $762 | $1,325-42.5% | $987-22.8% | $4,762-84.0% |
| Participant deferral / active EE | $4,283 | $2,456+74.4% | $1,861+130.1% | $5,983-28.4% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |