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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 | $37,088 | $34,316+8.1% | $74,723-50.4% | $72,976-49.2% |
| Participation rate | 7.1% | 42.4%-35.3pp | 54.5%-47.3pp | 69.5%-62.3pp |
| Annual return | 22.97% | 26.58%-3.6pp | 753.18%-730.2pp | 81.02%-58.0pp |
| Employer contribution / active EE | $629 | $692-9.1% | $1,084-42.0% | $2,440-74.2% |
| Participant deferral / active EE | $629 | $1,272-50.6% | $1,962-68.0% | $3,608-82.6% |
| Admin fee / account holder | $20 | $2,125-99.1% | $3,335-99.4% | $5,124-99.6% |