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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 | $91,034 | $65,395+39.2% | $182,558-50.1% | $72,976+24.7% |
| Participation rate | 32.1% | 65.4%-33.3pp | 78.0%-45.8pp | 69.5%-37.3pp |
| Annual return | 19.47% | 27.68%-8.2pp | 148.59%-129.1pp | 81.02%-61.5pp |
| Employer contribution / active EE | $608 | $1,911-68.2% | $4,076-85.1% | $2,440-75.1% |
| Participant deferral / active EE | $1,715 | $3,563-51.9% | $5,526-69.0% | $3,608-52.5% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,594-100.0% | $5,124-100.0% |