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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 | $195,314 | $114,119+71.1% | $107,187+82.2% | $138,895+40.6% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 79.9%-43.6pp |
| Annual return | 21.14% | 273.21%-252.1pp | 204.55%-183.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,455 | $4,059-39.5% | $3,782-35.1% | $4,194-41.5% |
| Participant deferral / active EE | $4,652 | $5,538-16.0% | $5,096-8.7% | $6,396-27.3% |
| Admin fee / account holder | $66 | $10,024-99.3% | $9,162-99.3% | $12,562-99.5% |