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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 | $23,690 | $56,431-58.0% | $130,788-81.9% | $87,485-72.9% |
| Participation rate | 60.7% | 58.9%+1.8pp | 70.1%-9.4pp | 68.9%-8.2pp |
| Annual return | 33.84% | 91.27%-57.4pp | 386.44%-352.6pp | 26.06%+7.8pp |
| Employer contribution / active EE | $1,528 | $1,549-1.4% | $3,558-57.1% | $2,596-41.2% |
| Participant deferral / active EE | $2,147 | $2,749-21.9% | $4,137-48.1% | $4,274-49.8% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |