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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 | $239,701 | $56,339+325.5% | $104,299+129.8% | $68,490+250.0% |
| Participation rate | 50.0% | 63.3%-13.3pp | 73.3%-23.3pp | 67.9%-17.9pp |
| Annual return | -16.55% | -9.19%-7.4pp | 24.62%-41.2pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,372 | $1,960+72.0% | $3,3730% | $2,597+29.8% |
| Participant deferral / active EE | $6,354 | $3,077+106.5% | $4,626+37.4% | $4,028+57.7% |
| Admin fee / account holder | $122 | $4,902-97.5% | $7,339-98.3% | $5,403-97.7% |