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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 | $39,534 | $53,063-25.5% | $124,206-68.2% | $82,637-52.2% |
| Participation rate | 59.1% | 58.4%+0.7pp | 69.6%-10.5pp | 68.1%-9.0pp |
| Annual return | 17.22% | 68.87%-51.7pp | 515.27%-498.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,784 | $1,530+16.6% | $3,540-49.6% | $2,552-30.1% |
| Participant deferral / active EE | $3,809 | $2,644+44.0% | $3,968-4.0% | $4,126-7.7% |
| Admin fee / account holder | $201 | $4,281-95.3% | $5,929-96.6% | $7,339-97.3% |