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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 | $93,175 | $78,705+18.4% | $117,857-20.9% | $70,131+32.9% |
| Participation rate | 61.5% | 73.2%-11.7pp | 79.7%-18.1pp | 69.5%-8.0pp |
| Annual return | 13.89% | 23.30%-9.4pp | 335.09%-321.2pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,365 | $2,223-38.6% | $3,786-64.0% | $2,342-41.7% |
| Participant deferral / active EE | $3,400 | $3,297+3.1% | $4,482-24.1% | $3,332+2.1% |
| Admin fee / account holder | $16 | $5,065-99.7% | $8,020-99.8% | $4,645-99.7% |