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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 | $10,526 | $108,212-90.3% | $77,513-86.4% | $158,966-93.4% |
| Participation rate | 64.7% | 64.4%+0.3pp | 54.2%+10.5pp | 82.0%-17.3pp |
| Annual return | 37.17% | 31.67%+5.5pp | 54.81%-17.6pp | 302.95%-265.8pp |
| Employer contribution / active EE | $663 | $1,325-50.0% | $987-32.8% | $4,762-86.1% |
| Participant deferral / active EE | $2,162 | $2,455-11.9% | $1,861+16.2% | $5,983-63.9% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |