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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 | $175,670 | $103,387+69.9% | $87,102+101.7% | $152,885+14.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 23.61% | 28.10%-4.5pp | 28.19%-4.6pp | 345.39%-321.8pp |
| Employer contribution / active EE | $1,977 | $3,221-38.6% | $2,521-21.6% | $4,763-58.5% |
| Participant deferral / active EE | $3,796 | $4,778-20.5% | $4,048-6.2% | $5,851-35.1% |
| Admin fee / account holder | $53 | $12,193-99.6% | $7,491-99.3% | $11,598-99.5% |