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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 | $205,006 | $162,967+25.8% | $135,792+51.0% | $138,895+47.6% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.6%-39.3pp | 79.9%-46.6pp |
| Annual return | 19.85% | 30.08%-10.2pp | 25.96%-6.1pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,023 | $4,211-75.7% | $3,496-70.7% | $4,194-75.6% |
| Participant deferral / active EE | $7,833 | $5,640+38.9% | $4,759+64.6% | $6,396+22.5% |
| Admin fee / account holder | $227 | $15,306-98.5% | $12,266-98.1% | $12,562-98.2% |