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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 | $228,324 | $77,707+193.8% | $70,160+225.4% | $139,466+63.7% |
| Participation rate | 60.0% | 83.1%-23.1pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 14.01% | 19.30%-5.3pp | 19.08%-5.1pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,800 | $4,986-63.9% | $4,285-58.0% | $4,754-62.1% |
| Participant deferral / active EE | $6,948 | $6,443+7.8% | $5,394+28.8% | $6,712+3.5% |
| Admin fee / account holder | $0 | $5,397-100.0% | $4,582-100.0% | $11,409-100.0% |