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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 | $16,389 | $70,684-76.8% | $169,390-90.3% | $75,173-78.2% |
| Participation rate | 66.7% | 64.8%+1.9pp | 77.2%-10.5pp | 67.2%-0.5pp |
| Annual return | 26.28% | 36.38%-10.1pp | 406.07%-379.8pp | 160.72%-134.4pp |
| Employer contribution / active EE | $1,343 | $2,211-39.3% | $4,013-66.5% | $2,671-49.7% |
| Participant deferral / active EE | $1,980 | $4,310-54.1% | $6,222-68.2% | $4,126-52.0% |
| Admin fee / account holder | $0 | $5,404-100.0% | $9,015-100.0% | $5,651-100.0% |