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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 | $103,226 | $84,551+22.1% | $61,452+68.0% | $134,532-23.3% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -1.35% | 585.39%-586.7pp | 338.96%-340.3pp | 418.27%-419.6pp |
| Employer contribution / active EE | $701 | $1,545-54.6% | $1,160-39.5% | $4,741-85.2% |
| Participant deferral / active EE | $1,247 | $2,818-55.8% | $2,125-41.3% | $6,401-80.5% |
| Admin fee / account holder | $156 | $2,587-94.0% | $2,131-92.7% | $11,429-98.6% |