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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 | $132,066 | $99,345+32.9% | $84,753+55.8% | $273,972-51.8% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.75% | 22.93%-17.2pp | 22.78%-17.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,808 | $4,214+14.1% | $3,574+34.5% | $4,869-1.3% |
| Participant deferral / active EE | $5,824 | $4,270+36.4% | $3,712+56.9% | $5,287+10.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |