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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 | $129,807 | $97,125+33.6% | $86,233+50.5% | $137,256-5.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 21.13% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,699 | $2,841-5.0% | $2,504+7.8% | $4,156-35.1% |
| Participant deferral / active EE | $9,935 | $5,180+91.8% | $4,559+117.9% | $6,407+55.1% |
| Admin fee / account holder | $132 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |