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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 | $113,210 | $57,590+96.6% | $86,233+31.3% | $82,448+37.3% |
| Participation rate | 8.8% | 57.9%-49.1pp | 69.0%-60.2pp | 68.1%-59.3pp |
| Annual return | 15.90% | 22.41%-6.5pp | 61.39%-45.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $485 | $1,655-70.7% | $2,504-80.6% | $2,551-81.0% |
| Participant deferral / active EE | $873 | $3,080-71.7% | $4,559-80.9% | $4,139-78.9% |
| Admin fee / account holder | $106 | $4,730-97.8% | $8,342-98.7% | $7,234-98.5% |