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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 | $14,803 | $50,554-70.7% | $67,681-78.1% | $87,485-83.1% |
| Participation rate | 69.7% | 67.7%+2.0pp | 73.7%-4.0pp | 68.9%+0.8pp |
| Annual return | 35.00% | 17.81%+17.2pp | 590.58%-555.6pp | 26.06%+8.9pp |
| Employer contribution / active EE | $4,508 | $1,988+126.7% | $2,678+68.3% | $2,596+73.6% |
| Participant deferral / active EE | $1,035 | $2,961-65.1% | $3,976-74.0% | $4,274-75.8% |
| Admin fee / account holder | $262 | $4,132-93.7% | $6,100-95.7% | $7,775-96.6% |