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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 | $142,405 | $115,796+23.0% | $101,264+40.6% | $158,950-10.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 23.77% | 56.15%-32.4pp | 46.48%-22.7pp | 302.91%-279.1pp |
| Employer contribution / active EE | $1,220 | $4,175-70.8% | $3,660-66.7% | $4,762-74.4% |
| Participant deferral / active EE | $6,991 | $4,958+41.0% | $4,370+60.0% | $5,983+16.9% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |