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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 | $199,875 | $117,829+69.6% | $102,423+95.1% | $145,877+37.0% |
| Participation rate | 26.3% | 78.6%-52.3pp | 76.5%-50.2pp | 80.3%-54.0pp |
| Annual return | 11.57% | 31.83%-20.3pp | 29.42%-17.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,285 | $3,615-64.4% | $3,023-57.5% | $4,663-72.4% |
| Participant deferral / active EE | $1,837 | $5,732-68.0% | $5,054-63.7% | $6,691-72.5% |
| Admin fee / account holder | $73 | $13,335-99.5% | $9,455-99.2% | $13,402-99.5% |