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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 | $1,667 | $22,602-92.6% | $65,566-97.5% | $75,173-97.8% |
| Participation rate | 62.3% | 63.1%-0.8pp | 64.9%-2.6pp | 67.2%-4.9pp |
| Annual return | 80.53% | 71.13%+9.4pp | 47.40%+33.1pp | 160.72%-80.2pp |
| Employer contribution / active EE | $411 | $941-56.3% | $1,692-75.7% | $2,671-84.6% |
| Participant deferral / active EE | $754 | $1,695-55.5% | $2,832-73.4% | $4,126-81.7% |
| Admin fee / account holder | $226 | $1,877-88.0% | $4,114-94.5% | $5,651-96.0% |