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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 | $202,278 | $93,346+116.7% | $71,796+181.7% | $273,972-26.2% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 3.19% | 130.39%-127.2pp | 78.04%-74.8pp | 41.46%-38.3pp |
| Employer contribution / active EE | $1,163 | $2,733-57.4% | $1,924-39.6% | $4,869-76.1% |
| Participant deferral / active EE | $5,003 | $3,475+44.0% | $2,794+79.0% | $5,287-5.4% |
| Admin fee / account holder | $3 | $6,571-99.9% | $4,815-99.9% | $10,133-100.0% |