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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 | $168,562 | $63,861+164.0% | $104,614+61.1% | $79,858+111.1% |
| Participation rate | 39.3% | 64.9%-25.6pp | 74.1%-34.8pp | 69.6%-30.3pp |
| Annual return | 12.09% | 21.30%-9.2pp | 340.56%-328.5pp | 31.72%-19.6pp |
| Employer contribution / active EE | $773 | $1,588-51.3% | $2,681-71.2% | $2,471-68.7% |
| Participant deferral / active EE | $1,967 | $2,693-27.0% | $3,739-47.4% | $3,740-47.4% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,464-100.0% | $5,306-100.0% |