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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 | $18,033 | $27,943-35.5% | $58,507-69.2% | $75,177-76.0% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 17.58% | 44.22%-26.6pp | 4252.32%-4234.7pp | 160.75%-143.2pp |
| Employer contribution / active EE | $744 | $670+11.0% | $1,053-29.4% | $2,671-72.2% |
| Participant deferral / active EE | $887 | $1,202-26.2% | $1,922-53.8% | $4,126-78.5% |
| Admin fee / account holder | $169 | $1,727-90.2% | $2,486-93.2% | $5,651-97.0% |