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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 | $102,625 | $211,288-51.4% | $178,540-42.5% | $145,884-29.7% |
| Participation rate | 61.5% | 80.8%-19.3pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 21.67% | 30.27%-8.6pp | 27.15%-5.5pp | 551.85%-530.2pp |
| Employer contribution / active EE | $1,052 | $4,574-77.0% | $3,953-73.4% | $4,662-77.4% |
| Participant deferral / active EE | $3,535 | $6,967-49.3% | $6,281-43.7% | $6,690-47.2% |
| Admin fee / account holder | $115 | $12,105-99.1% | $10,424-98.9% | $13,392-99.1% |