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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 | $224,614 | $110,278+103.7% | $95,740+134.6% | $139,466+61.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 18.94% | 27.19%-8.2pp | 28.41%-9.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $919 | $3,260-71.8% | $2,836-67.6% | $4,754-80.7% |
| Participant deferral / active EE | $7,883 | $4,674+68.6% | $4,244+85.8% | $6,712+17.5% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |