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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 | $153,218 | $101,752+50.6% | $164,928-7.1% | $80,911+89.4% |
| Participation rate | 54.0% | 71.8%-17.8pp | 78.6%-24.6pp | 67.6%-13.6pp |
| Annual return | 22.85% | 16.73%+6.1pp | 70.08%-47.2pp | 35.63%-12.8pp |
| Employer contribution / active EE | $1,003 | $2,953-66.0% | $4,343-76.9% | $2,756-63.6% |
| Participant deferral / active EE | $6,305 | $4,477+40.8% | $6,034+4.5% | $4,297+46.7% |
| Admin fee / account holder | $261 | $8,218-96.8% | $12,684-97.9% | $6,935-96.2% |