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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 | $156,716 | $108,212+44.8% | $77,513+102.2% | $158,966-1.4% |
| Participation rate | 55.0% | 64.4%-9.4pp | 54.2%+0.8pp | 82.0%-27.0pp |
| Annual return | 12.51% | 31.67%-19.2pp | 54.81%-42.3pp | 302.95%-290.4pp |
| Employer contribution / active EE | $439 | $1,325-66.9% | $987-55.6% | $4,762-90.8% |
| Participant deferral / active EE | $4,451 | $2,455+81.3% | $1,861+139.2% | $5,983-25.6% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |