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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 | $227,485 | $136,860+66.2% | $120,344+89.0% | $154,746+47.0% |
| Participation rate | 52.6% | 79.9%-27.3pp | 76.7%-24.1pp | 80.7%-28.1pp |
| Annual return | 12.54% | 21.38%-8.8pp | 20.30%-7.8pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,927 | $5,793-32.2% | $5,135-23.5% | $6,730-41.7% |
| Admin fee / account holder | $12 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |