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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 | $108,933 | $73,955+47.3% | $96,520+12.9% | $75,181+44.9% |
| Participation rate | 28.8% | 66.4%-37.6pp | 74.3%-45.5pp | 67.2%-38.4pp |
| Annual return | 13.69% | 26.72%-13.0pp | 35.72%-22.0pp | 160.69%-147.0pp |
| Employer contribution / active EE | $1,125 | $2,930-61.6% | $3,739-69.9% | $2,671-57.9% |
| Participant deferral / active EE | $3,229 | $3,659-11.8% | $4,879-33.8% | $4,126-21.7% |
| Admin fee / account holder | $232 | $5,217-95.6% | $6,733-96.6% | $5,650-95.9% |