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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 | $245,603 | $185,312+32.5% | $161,489+52.1% | $154,746+58.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 19.76% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $10,000 | $4,769+109.7% | $4,268+134.3% | $4,379+128.4% |
| Participant deferral / active EE | $10,439 | $6,350+64.4% | $5,630+85.4% | $6,730+55.1% |
| Admin fee / account holder | $122 | $18,654-99.3% | $16,006-99.2% | $14,365-99.2% |