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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 | $81,791 | $69,118+18.3% | $53,647+52.5% | $138,895-41.1% |
| Participation rate | 60.0% | 64.0%-4.0pp | 56.3%+3.7pp | 79.9%-19.9pp |
| Annual return | 12.76% | 248.26%-235.5pp | 358.33%-345.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $672 | $1,189-43.5% | $962-30.1% | $4,194-84.0% |
| Participant deferral / active EE | $1,328 | $2,274-41.6% | $1,813-26.8% | $6,396-79.2% |
| Admin fee / account holder | $76 | $2,724-97.2% | $2,460-96.9% | $12,562-99.4% |