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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 | $107,419 | $102,422+4.9% | $147,117-27.0% | $80,959+32.7% |
| Participation rate | 34.5% | 75.9%-41.4pp | 82.2%-47.7pp | 67.7%-33.2pp |
| Annual return | 20.57% | 135.16%-114.6pp | 420.54%-400.0pp | 35.67%-15.1pp |
| Employer contribution / active EE | $1,245 | $3,717-66.5% | $4,932-74.7% | $2,757-54.8% |
| Participant deferral / active EE | $4,146 | $6,652-37.7% | $8,065-48.6% | $4,300-3.6% |
| Admin fee / account holder | $24 | $7,953-99.7% | $12,993-99.8% | $6,925-99.7% |