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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 | $64,405 | $29,733+116.6% | $56,025+15.0% | $80,959-20.4% |
| Participation rate | 8.2% | 41.7%-33.6pp | 52.5%-44.3pp | 67.7%-59.5pp |
| Annual return | 15.77% | 35.28%-19.5pp | 1712.69%-1696.9pp | 35.67%-19.9pp |
| Employer contribution / active EE | $475 | $672-29.3% | $1,042-54.4% | $2,757-82.8% |
| Participant deferral / active EE | $1,532 | $1,229+24.6% | $1,955-21.6% | $4,300-64.4% |
| Admin fee / account holder | $140 | $2,434-94.3% | $2,828-95.1% | $6,925-98.0% |