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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 | $105,060 | $77,416+35.7% | $69,464+51.2% | $152,897-31.3% |
| Participation rate | 12.5% | 78.1%-65.6pp | 74.6%-62.1pp | 82.5%-70.0pp |
| Annual return | 33.12% | 39.08%-6.0pp | 28.98%+4.1pp | 345.43%-312.3pp |
| Employer contribution / active EE | $616 | $3,315-81.4% | $2,779-77.8% | $4,764-87.1% |
| Participant deferral / active EE | $2,135 | $4,413-51.6% | $3,536-39.6% | $5,851-63.5% |
| Admin fee / account holder | $13 | $6,208-99.8% | $3,840-99.7% | $11,599-99.9% |