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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 | $164,671 | $41,377+298.0% | $109,313+50.6% | $62,881+161.9% |
| Participation rate | 33.3% | 57.5%-24.2pp | 71.3%-37.9pp | 69.3%-36.0pp |
| Annual return | 5.53% | 11.05%-5.5pp | 22.07%-16.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,273 | $1,276+78.1% | $3,892-41.6% | $2,281-0.4% |
| Participant deferral / active EE | $4,546 | $2,045+122.3% | $3,166+43.6% | $3,203+41.9% |
| Admin fee / account holder | $65 | $2,884-97.7% | $5,666-98.9% | $4,296-98.5% |