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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 | $14,604 | $29,319-50.2% | $52,425-72.1% | $82,448-82.3% |
| Participation rate | 54.8% | 46.9%+8.0pp | 55.6%-0.8pp | 68.1%-13.2pp |
| Annual return | 20.12% | 535.20%-515.1pp | 302.12%-282.0pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,016 | $586+73.3% | $914+11.2% | $2,551-60.2% |
| Participant deferral / active EE | $2,015 | $1,171+72.1% | $1,790+12.6% | $4,139-51.3% |
| Admin fee / account holder | $121 | $1,962-93.8% | $2,495-95.1% | $7,234-98.3% |