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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 | $81,840 | $132,634-38.3% | $115,768-29.3% | $137,256-40.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 17.56% | 160.70%-143.1pp | 100.46%-82.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,370 | $3,360-29.5% | $2,940-19.4% | $4,156-43.0% |
| Participant deferral / active EE | $5,766 | $5,619+2.6% | $4,917+17.3% | $6,407-10.0% |
| Admin fee / account holder | $10 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |