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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 | $124,158 | $85,171+45.8% | $172,752-28.1% | $72,975+70.1% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 19.42% | 27.32%-7.9pp | 802.97%-783.5pp | 81.01%-61.6pp |
| Employer contribution / active EE | $1,380 | $3,324-58.5% | $5,144-73.2% | $2,440-43.4% |
| Participant deferral / active EE | $4,429 | $3,260+35.9% | $5,198-14.8% | $3,608+22.8% |
| Admin fee / account holder | $237 | $5,880-96.0% | $13,955-98.3% | $5,124-95.4% |