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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 | $21,405 | $77,920-72.5% | $149,723-85.7% | $75,177-71.5% |
| Participation rate | 67.6% | 65.6%+2.0pp | 78.8%-11.2pp | 67.2%+0.4pp |
| Annual return | 23.78% | 31.72%-7.9pp | 134.50%-110.7pp | 160.75%-137.0pp |
| Employer contribution / active EE | $1,512 | $3,138-51.8% | $4,821-68.6% | $2,671-43.4% |
| Participant deferral / active EE | $4,075 | $3,411+19.5% | $5,682-28.3% | $4,126-1.2% |
| Admin fee / account holder | $203 | $5,951-96.6% | $13,215-98.5% | $5,651-96.4% |