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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 | $31,057 | $81,763-62.0% | $58,561-47.0% | $139,466-77.7% |
| Participation rate | 58.8% | 61.3%-2.5pp | 50.9%+8.0pp | 80.3%-21.5pp |
| Annual return | 26.53% | 7427.77%-7401.2pp | 4251.33%-4224.8pp | 373.66%-347.1pp |
| Employer contribution / active EE | $628 | $1,398-55.1% | $1,053-40.4% | $4,754-86.8% |
| Participant deferral / active EE | $2,185 | $2,555-14.5% | $1,923+13.6% | $6,712-67.4% |
| Admin fee / account holder | $71 | $3,273-97.8% | $2,520-97.2% | $11,409-99.4% |