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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 | $233,108 | $112,729+106.8% | $98,716+136.1% | $137,256+69.8% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.3%-30.8pp | 80.0%-41.5pp |
| Annual return | 20.67% | 38.48%-17.8pp | 31.81%-11.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $788 | $2,725-71.1% | $2,279-65.4% | $4,156-81.0% |
| Participant deferral / active EE | $1,741 | $4,640-62.5% | $4,048-57.0% | $6,407-72.8% |
| Admin fee / account holder | $18 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |