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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 | $109,652 | $83,337+31.6% | $67,834+61.6% | $273,972-60.0% |
| Participation rate | 68.2% | 76.4%-8.3pp | 68.8%-0.6pp | 83.0%-14.8pp |
| Annual return | 8.87% | 259.45%-250.6pp | 138.47%-129.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,935 | $3,287-41.1% | $2,403-19.5% | $4,869-60.3% |
| Participant deferral / active EE | $4,824 | $4,088+18.0% | $3,160+52.7% | $5,287-8.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |