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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 | $212,010 | $98,766+114.7% | $149,730+41.6% | $79,852+165.5% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.5%-19.5pp | 69.6%-6.7pp |
| Annual return | 14.96% | 27.43%-12.5pp | 276.70%-261.7pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,908 | $3,217-40.7% | $4,645-58.9% | $2,471-22.8% |
| Participant deferral / active EE | $4,992 | $5,681-12.1% | $6,843-27.0% | $3,740+33.5% |
| Admin fee / account holder | $71 | $6,052-98.8% | $9,310-99.2% | $5,306-98.7% |