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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 | $34,840 | $67,823-48.6% | $52,425-33.5% | $137,256-74.6% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 27.66% | 219.11%-191.5pp | 302.12%-274.5pp | 220.34%-192.7pp |
| Employer contribution / active EE | $380 | $1,163-67.3% | $914-58.4% | $4,156-90.8% |
| Participant deferral / active EE | $1,809 | $2,288-20.9% | $1,790+1.0% | $6,407-71.8% |
| Admin fee / account holder | $149 | $2,844-94.8% | $2,495-94.0% | $12,270-98.8% |