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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 | $21,800 | $108,685-79.9% | $74,719-70.8% | $152,885-85.7% |
| Participation rate | 40.0% | 65.3%-25.3pp | 54.5%-14.5pp | 82.5%-42.5pp |
| Annual return | 35.13% | 114.09%-79.0pp | 753.05%-717.9pp | 345.39%-310.3pp |
| Employer contribution / active EE | $303 | $1,504-79.8% | $1,084-72.0% | $4,763-93.6% |
| Participant deferral / active EE | $3,966 | $2,712+46.2% | $1,963+102.0% | $5,851-32.2% |
| Admin fee / account holder | $70 | $4,905-98.6% | $3,334-97.9% | $11,598-99.4% |