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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 | $89,855 | $52,353+71.6% | $120,225-25.3% | $82,448+9.0% |
| Participation rate | 60.0% | 58.3%+1.7pp | 69.6%-9.6pp | 68.1%-8.1pp |
| Annual return | 27.34% | 61.85%-34.5pp | 439.23%-411.9pp | 41.64%-14.3pp |
| Employer contribution / active EE | $4,849 | $1,510+221.1% | $3,475+39.5% | $2,551+90.1% |
| Participant deferral / active EE | $9,408 | $2,627+258.1% | $3,999+135.3% | $4,139+127.3% |
| Admin fee / account holder | $152 | $4,363-96.5% | $5,696-97.3% | $7,234-97.9% |