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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 | $86,617 | $104,251-16.9% | $91,004-4.8% | $147,586-41.3% |
| Participation rate | 61.9% | 78.2%-16.3pp | 75.6%-13.7pp | 82.8%-20.9pp |
| Annual return | 15.42% | 27.06%-11.6pp | 4.60%+10.8pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,227 | $3,116-60.6% | $2,456-50.0% | $4,876-74.8% |
| Participant deferral / active EE | $3,444 | $4,195-17.9% | $3,548-2.9% | $5,439-36.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |