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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 | $185,495 | $111,535+66.3% | $105,223+76.3% | $137,256+35.1% |
| Participation rate | 45.8% | 78.1%-32.3pp | 75.0%-29.2pp | 80.0%-34.1pp |
| Annual return | 18.00% | 237.85%-219.9pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,387 | $3,939-39.4% | $3,689-35.3% | $4,156-42.6% |
| Participant deferral / active EE | $5,229 | $5,500-4.9% | $5,072+3.1% | $6,407-18.4% |
| Admin fee / account holder | $10 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |