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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 | $172,983 | $108,882+58.9% | $96,754+78.8% | $154,746+11.8% |
| Participation rate | 30.8% | 75.1%-44.3pp | 70.3%-39.5pp | 80.7%-49.9pp |
| Annual return | 11.40% | 98.39%-87.0pp | 82.04%-70.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $2,206 | $3,018-26.9% | $2,679-17.7% | $4,379-49.6% |
| Participant deferral / active EE | $3,708 | $5,323-30.3% | $4,758-22.1% | $6,730-44.9% |
| Admin fee / account holder | $167 | $10,200-98.4% | $8,905-98.1% | $14,365-98.8% |