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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 | $98,042 | $54,757+79.0% | $90,300+8.6% | $72,983+34.3% |
| Participation rate | 22.5% | 65.1%-42.6pp | 73.3%-50.7pp | 69.5%-47.0pp |
| Annual return | 19.82% | 30.63%-10.8pp | 78.11%-58.3pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,125 | $2,092-46.2% | $2,854-60.6% | $2,440-53.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $128 | $3,972-96.8% | $5,353-97.6% | $5,124-97.5% |