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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 | $87,117 | $123,750-29.6% | $69,611+25.1% | $145,877-40.3% |
| Participation rate | 40.0% | 69.2%-29.2pp | 66.4%-26.4pp | 80.3%-40.3pp |
| Annual return | 69.37% | 192.03%-122.7pp | 101.14%-31.8pp | 551.28%-481.9pp |
| Employer contribution / active EE | $1,189 | $2,672-55.5% | $1,709-30.4% | $4,663-74.5% |
| Participant deferral / active EE | $11,293 | $4,243+166.2% | $2,891+290.7% | $6,691+68.8% |
| Admin fee / account holder | $98 | $7,817-98.7% | $4,696-97.9% | $13,402-99.3% |