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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 | $210,433 | $95,404+120.6% | $113,397+85.6% | $82,637+154.6% |
| Participation rate | 47.8% | 72.8%-25.0pp | 76.5%-28.7pp | 68.1%-20.2pp |
| Annual return | 19.24% | 19.08%+0.2pp | 23.20%-4.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,558 | $2,307-32.5% | $2,977-47.7% | $2,552-39.0% |
| Participant deferral / active EE | $3,635 | $4,220-13.9% | $5,076-28.4% | $4,126-11.9% |
| Admin fee / account holder | $4 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |