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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 | $125,394 | $55,684+125.2% | $75,900+65.2% | $72,976+71.8% |
| Participation rate | 19.4% | 61.1%-41.8pp | 69.3%-49.9pp | 69.5%-50.1pp |
| Annual return | 23.20% | 27.60%-4.4pp | 30.73%-7.5pp | 81.02%-57.8pp |
| Employer contribution / active EE | $579 | $1,687-65.7% | $2,501-76.9% | $2,440-76.3% |
| Participant deferral / active EE | $1,226 | $2,634-53.4% | $3,604-66.0% | $3,608-66.0% |
| Admin fee / account holder | $22 | $3,981-99.4% | $5,421-99.6% | $5,124-99.6% |