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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 | $11,000 | $67,823-83.8% | $52,425-79.0% | $137,256-92.0% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 26.19% | 219.11%-192.9pp | 302.12%-275.9pp | 220.34%-194.1pp |
| Employer contribution / active EE | $399 | $1,163-65.7% | $914-56.3% | $4,156-90.4% |
| Participant deferral / active EE | $1,181 | $2,288-48.4% | $1,790-34.0% | $6,407-81.6% |
| Admin fee / account holder | $41 | $2,844-98.6% | $2,495-98.4% | $12,270-99.7% |