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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 | $77,436 | $65,555+18.1% | $86,216-10.2% | $75,173+3.0% |
| Participation rate | 29.1% | 60.5%-31.4pp | 69.0%-39.9pp | 67.2%-38.1pp |
| Annual return | 14.18% | 46.07%-31.9pp | 1169.42%-1155.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $555 | $1,553-64.3% | $2,382-76.7% | $2,671-79.2% |
| Participant deferral / active EE | $1,679 | $3,023-44.5% | $3,986-57.9% | $4,126-59.3% |
| Admin fee / account holder | $259 | $5,469-95.3% | $6,853-96.2% | $5,651-95.4% |