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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 | $181,386 | $140,578+29.0% | $100,671+80.2% | $125,393+44.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 70.7%-4.0pp | 83.2%-16.5pp |
| Annual return | -1.34% | 24.67%-26.0pp | 20.43%-21.8pp | 282.23%-283.6pp |
| Employer contribution / active EE | $11,000 | $5,965+84.4% | $4,012+174.2% | $4,866+126.1% |
| Participant deferral / active EE | $16,000 | $3,981+301.9% | $3,144+409.0% | $5,351+199.0% |
| Admin fee / account holder | $63 | $6,716-99.1% | $4,850-98.7% | $9,541-99.3% |