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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 | $89,724 | $175,231-48.8% | $149,696-40.1% | $139,466-35.7% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 18.46% | 166.77%-148.3pp | 134.46%-116.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $8,245 | $5,478+50.5% | $4,821+71.0% | $4,754+73.4% |
| Participant deferral / active EE | $2,196 | $6,521-66.3% | $5,682-61.3% | $6,712-67.3% |
| Admin fee / account holder | $71 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |