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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 | $3,685 | $81,763-95.5% | $58,561-93.7% | $139,466-97.4% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 23.64% | 7427.77%-7404.1pp | 4251.33%-4227.7pp | 373.66%-350.0pp |
| Employer contribution / active EE | $272 | $1,398-80.5% | $1,053-74.2% | $4,754-94.3% |
| Participant deferral / active EE | $429 | $2,555-83.2% | $1,923-77.7% | $6,712-93.6% |
| Admin fee / account holder | $23 | $3,273-99.3% | $2,520-99.1% | $11,409-99.8% |