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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 | $1,893 | $22,602-91.6% | $65,583-97.1% | $75,177-97.5% |
| Participation rate | 64.4% | 63.1%+1.4pp | 65.0%-0.5pp | 67.2%-2.8pp |
| Annual return | 144.56% | 71.13%+73.4pp | 47.46%+97.1pp | 160.75%-16.2pp |
| Employer contribution / active EE | $654 | $941-30.5% | $1,692-61.4% | $2,671-75.5% |
| Participant deferral / active EE | $1,290 | $1,695-23.9% | $2,833-54.4% | $4,126-68.7% |
| Admin fee / account holder | $68 | $1,877-96.4% | $4,112-98.4% | $5,651-98.8% |