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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 | $196,225 | $52,678+272.5% | $75,784+158.9% | $59,633+229.1% |
| Participation rate | 60.5% | 67.2%-6.7pp | 75.8%-15.3pp | 68.7%-8.1pp |
| Annual return | -0.77% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,922 | $2,193-12.4% | $3,323-42.2% | $2,203-12.8% |
| Participant deferral / active EE | $3,537 | $2,591+36.5% | $3,652-3.1% | $3,192+10.8% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |