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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 | $115,885 | $101,618+14.0% | $93,063+24.5% | $137,256-15.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 18.78% | 223.95%-205.2pp | 34.15%-15.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,045 | $2,707-24.5% | $2,476-17.4% | $4,156-50.8% |
| Participant deferral / active EE | $10,519 | $4,279+145.8% | $3,958+165.8% | $6,407+64.2% |
| Admin fee / account holder | $20 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |