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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 | $66,884 | $88,672-24.6% | $105,223-36.4% | $82,448-18.9% |
| Participation rate | 63.6% | 67.9%-4.3pp | 75.0%-11.4pp | 68.1%-4.4pp |
| Annual return | 38.57% | 30.86%+7.7pp | 180.65%-142.1pp | 41.64%-3.1pp |
| Employer contribution / active EE | $2,087 | $3,048-31.5% | $3,689-43.4% | $2,551-18.2% |
| Participant deferral / active EE | $3,336 | $4,036-17.4% | $5,072-34.2% | $4,139-19.4% |
| Admin fee / account holder | $57 | $7,146-99.2% | $8,859-99.4% | $7,234-99.2% |