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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 | $84,461 | $70,366+20.0% | $66,674+26.7% | $138,895-39.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 19.24% | 386.41%-367.2pp | 321.24%-302.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,498 | $2,765-45.8% | $2,620-42.8% | $4,194-64.3% |
| Participant deferral / active EE | $7,243 | $4,374+65.6% | $4,084+77.3% | $6,396+13.2% |
| Admin fee / account holder | $278 | $5,262-94.7% | $5,098-94.6% | $12,562-97.8% |