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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 | $7,507 | $29,319-74.4% | $52,425-85.7% | $82,448-90.9% |
| Participation rate | 55.6% | 46.9%+8.7pp | 55.6%-0.1pp | 68.1%-12.5pp |
| Annual return | 20.15% | 535.20%-515.1pp | 302.12%-282.0pp | 41.64%-21.5pp |
| Employer contribution / active EE | $774 | $586+32.1% | $914-15.3% | $2,551-69.6% |
| Participant deferral / active EE | $1,493 | $1,171+27.5% | $1,790-16.6% | $4,139-63.9% |
| Admin fee / account holder | $95 | $1,962-95.1% | $2,495-96.2% | $7,234-98.7% |