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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 | $98,356 | $75,541+30.2% | $152,093-35.3% | $82,637+19.0% |
| Participation rate | 30.8% | 66.5%-35.8pp | 77.8%-47.0pp | 68.1%-37.3pp |
| Annual return | 19.94% | 32.56%-12.6pp | 66.36%-46.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,775 | $3,206+17.8% | $5,451-30.7% | $4,126-8.5% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |