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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 | $42,076 | $88,754-52.6% | $81,820-48.6% | $145,877-71.2% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 21.38% | 1031.77%-1010.4pp | 777.93%-756.6pp | 551.28%-529.9pp |
| Employer contribution / active EE | $1,024 | $3,085-66.8% | $2,915-64.9% | $4,663-78.0% |
| Participant deferral / active EE | $7,845 | $4,648+68.8% | $4,323+81.5% | $6,691+17.3% |
| Admin fee / account holder | $55 | $8,424-99.3% | $7,391-99.3% | $13,402-99.6% |