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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 | $30,807 | $29,716+3.7% | $56,077-45.1% | $80,925-61.9% |
| Participation rate | 68.1% | 41.7%+26.4pp | 52.5%+15.6pp | 67.7%+0.4pp |
| Annual return | 13.50% | 35.30%-21.8pp | 1709.28%-1695.8pp | 35.65%-22.1pp |
| Employer contribution / active EE | $724 | $671+7.9% | $1,040-30.4% | $2,756-73.7% |
| Participant deferral / active EE | $1,392 | $1,228+13.3% | $1,954-28.8% | $4,299-67.6% |
| Admin fee / account holder | $39 | $2,432-98.4% | $2,825-98.6% | $6,940-99.4% |