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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 | $5,250 | $27,943-81.2% | $58,507-91.0% | $75,177-93.0% |
| Participation rate | 30.4% | 38.8%-8.4pp | 50.9%-20.4pp | 67.2%-36.8pp |
| Annual return | 55.45% | 44.22%+11.2pp | 4252.32%-4196.9pp | 160.75%-105.3pp |
| Employer contribution / active EE | $405 | $670-39.5% | $1,053-61.5% | $2,671-84.8% |
| Participant deferral / active EE | $1,066 | $1,202-11.3% | $1,922-44.6% | $4,126-74.2% |
| Admin fee / account holder | $151 | $1,727-91.3% | $2,486-93.9% | $5,651-97.3% |