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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 | $11,716 | $81,763-85.7% | $58,561-80.0% | $139,466-91.6% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 22.74% | 7427.77%-7405.0pp | 4251.33%-4228.6pp | 373.66%-350.9pp |
| Employer contribution / active EE | $798 | $1,398-42.9% | $1,053-24.2% | $4,754-83.2% |
| Participant deferral / active EE | $3,314 | $2,555+29.7% | $1,923+72.3% | $6,712-50.6% |
| Admin fee / account holder | $48 | $3,273-98.5% | $2,520-98.1% | $11,409-99.6% |