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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 | $202,506 | $52,279+287.4% | $89,435+126.4% | $79,856+153.6% |
| Participation rate | 20.6% | 57.5%-36.9pp | 68.0%-47.4pp | 69.6%-49.1pp |
| Annual return | 12.52% | 22.16%-9.6pp | 245.55%-233.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $769 | $1,572-51.1% | $2,587-70.3% | $2,471-68.9% |
| Participant deferral / active EE | $2,374 | $2,740-13.4% | $3,890-39.0% | $3,741-36.5% |
| Admin fee / account holder | $162 | $3,356-95.2% | $4,884-96.7% | $5,306-96.9% |