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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 | $161,116 | $83,485+93.0% | $125,195+28.7% | $72,976+120.8% |
| Participation rate | 32.6% | 73.3%-40.7pp | 79.8%-47.2pp | 69.5%-36.9pp |
| Annual return | 22.02% | 25.77%-3.7pp | 43.79%-21.8pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,234 | $2,346-47.4% | $3,866-68.1% | $2,440-49.4% |
| Participant deferral / active EE | $2,265 | $3,586-36.8% | $4,937-54.1% | $3,608-37.2% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |