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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 | $123,032 | $81,487+51.0% | $102,412+20.1% | $80,935+52.0% |
| Participation rate | 39.3% | 66.8%-27.6pp | 74.5%-35.2pp | 67.7%-28.4pp |
| Annual return | 12.58% | 25.60%-13.0pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,022 | $3,103-67.1% | $3,870-73.6% | $2,757-62.9% |
| Participant deferral / active EE | $2,177 | $3,871-43.8% | $5,060-57.0% | $4,299-49.4% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |