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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 | $101,243 | $54,162+86.9% | $68,612+47.6% | $64,173+57.8% |
| Participation rate | 34.2% | 68.1%-33.8pp | 72.2%-38.0pp | 69.6%-35.4pp |
| Annual return | 25.46% | -1.62%+27.1pp | -4.63%+30.1pp | 7.63%+17.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,471 | $2,626-44.0% | $3,311-55.6% | $3,470-57.6% |
| Admin fee / account holder | $134 | $4,029-96.7% | $5,131-97.4% | $4,887-97.3% |