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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 | $143,292 | $111,830+28.1% | $93,696+52.9% | $145,884-1.8% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.4pp |
| Annual return | 11.84% | 204.08%-192.2pp | 133.74%-121.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,421 | $3,093-54.0% | $2,422-41.3% | $4,662-69.5% |
| Participant deferral / active EE | $3,647 | $4,920-25.9% | $4,417-17.4% | $6,690-45.5% |
| Admin fee / account holder | $35 | $10,249-99.7% | $8,287-99.6% | $13,392-99.7% |