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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 | $142,308 | $107,015+33.0% | $73,545+93.5% | $147,585-3.6% |
| Participation rate | 40.0% | 66.4%-26.4pp | 54.9%-14.9pp | 82.8%-42.8pp |
| Annual return | 40.23% | 38.25%+2.0pp | -15.16%+55.4pp | 578.58%-538.4pp |
| Employer contribution / active EE | $1,000 | $1,760-43.2% | $1,219-18.0% | $4,876-79.5% |
| Participant deferral / active EE | $4,800 | $2,462+95.0% | $1,806+165.8% | $5,439-11.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |