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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 | $12,034 | $28,624-58.0% | $53,647-77.6% | $82,637-85.4% |
| Participation rate | 59.3% | 47.3%+12.0pp | 56.3%+3.0pp | 68.1%-8.8pp |
| Annual return | 27.99% | 664.98%-637.0pp | 358.33%-330.3pp | 53.51%-25.5pp |
| Employer contribution / active EE | $533 | $637-16.3% | $962-44.6% | $2,552-79.1% |
| Participant deferral / active EE | $1,757 | $1,196+46.9% | $1,813-3.1% | $4,126-57.4% |
| Admin fee / account holder | $273 | $2,022-86.5% | $2,460-88.9% | $7,339-96.3% |