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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 | $207,638 | $154,193+34.7% | $130,045+59.7% | $139,466+48.9% |
| Participation rate | 60.9% | 82.0%-21.1pp | 78.5%-17.6pp | 80.3%-19.5pp |
| Annual return | 19.64% | 32.51%-12.9pp | -137.30%+156.9pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,089 | $5,292-60.5% | $4,321-51.7% | $4,754-56.1% |
| Participant deferral / active EE | $5,757 | $6,709-14.2% | $5,820-1.1% | $6,712-14.2% |
| Admin fee / account holder | $226 | $13,989-98.4% | $10,600-97.9% | $11,409-98.0% |