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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 | $92,067 | $223,823-58.9% | $211,142-56.4% | $154,746-40.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 20.68% | 50.39%-29.7pp | 46.84%-26.2pp | 172.34%-151.7pp |
| Employer contribution / active EE | $3,091 | $6,787-54.4% | $6,442-52.0% | $4,379-29.4% |
| Participant deferral / active EE | $12,886 | $9,750+32.2% | $9,284+38.8% | $6,730+91.5% |
| Admin fee / account holder | $200 | $19,707-99.0% | $19,076-99.0% | $14,365-98.6% |