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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 | $23,107 | $53,063-56.5% | $124,206-81.4% | $82,637-72.0% |
| Participation rate | 61.3% | 58.4%+2.9pp | 69.6%-8.3pp | 68.1%-6.8pp |
| Annual return | 28.10% | 68.87%-40.8pp | 515.27%-487.2pp | 53.51%-25.4pp |
| Employer contribution / active EE | $1,016 | $1,530-33.6% | $3,540-71.3% | $2,552-60.2% |
| Participant deferral / active EE | $2,435 | $2,644-7.9% | $3,968-38.6% | $4,126-41.0% |
| Admin fee / account holder | $294 | $4,281-93.1% | $5,929-95.0% | $7,339-96.0% |