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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 | $169,447 | $90,486+87.3% | $78,676+115.4% | $273,972-38.2% |
| Participation rate | 61.5% | 76.5%-15.0pp | 73.6%-12.0pp | 83.0%-21.5pp |
| Annual return | 9.01% | 75.62%-66.6pp | 62.19%-53.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,827 | $3,175-11.0% | $2,850-0.8% | $4,869-41.9% |
| Participant deferral / active EE | $6,300 | $3,901+61.5% | $3,517+79.1% | $5,287+19.1% |
| Admin fee / account holder | -$134 | $5,263-102.5% | $4,510-103.0% | $10,133-101.3% |