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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 | $56,598 | $51,642+9.6% | $129,384-56.3% | $80,935-30.1% |
| Participation rate | 63.0% | 56.9%+6.0pp | 69.6%-6.7pp | 67.7%-4.7pp |
| Annual return | 16.48% | 20.78%-4.3pp | 9461.77%-9445.3pp | 35.66%-19.2pp |
| Employer contribution / active EE | $4,866 | $1,583+207.4% | $4,153+17.2% | $2,757+76.5% |
| Participant deferral / active EE | $10,198 | $2,670+282.0% | $4,166+144.8% | $4,299+137.2% |
| Admin fee / account holder | $89 | $4,312-97.9% | $7,686-98.8% | $6,924-98.7% |