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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 | $133,448 | $110,410+20.9% | $102,437+30.3% | $145,897-8.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.30% | 24.85%-14.6pp | 24.95%-14.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,332 | $4,217-44.7% | $3,871-39.7% | $4,663-50.0% |
| Participant deferral / active EE | $7,190 | $5,622+27.9% | $5,060+42.1% | $6,689+7.5% |
| Admin fee / account holder | $33 | $9,745-99.7% | $8,388-99.6% | $13,390-99.8% |