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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 | $154,250 | $64,324+139.8% | $118,914+29.7% | $79,856+93.2% |
| Participation rate | 62.9% | 64.9%-2.0pp | 75.4%-12.5pp | 69.6%-6.8pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $784 | $1,836-57.3% | $3,264-76.0% | $2,471-68.3% |
| Participant deferral / active EE | $2,234 | $2,824-20.9% | $4,266-47.6% | $3,741-40.3% |
| Admin fee / account holder | $233 | $4,040-94.2% | $6,582-96.5% | $5,306-95.6% |