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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 | $147,317 | $80,983+81.9% | $96,544+52.6% | $75,177+96.0% |
| Participation rate | 65.1% | 71.8%-6.7pp | 76.0%-10.9pp | 67.2%-2.1pp |
| Annual return | 12.84% | 27.05%-14.2pp | 25.88%-13.0pp | 160.75%-147.9pp |
| Employer contribution / active EE | $3,688 | $2,282+61.6% | $2,966+24.3% | $2,671+38.1% |
| Participant deferral / active EE | $3,724 | $3,929-5.2% | $4,851-23.2% | $4,126-9.7% |
| Admin fee / account holder | $34 | $6,717-99.5% | $8,254-99.6% | $5,651-99.4% |