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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 | $113,544 | $88,672+28.0% | $105,223+7.9% | $82,448+37.7% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 14.94% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,422 | $3,048+12.3% | $3,689-7.2% | $2,551+34.1% |
| Participant deferral / active EE | $4,819 | $4,036+19.4% | $5,072-5.0% | $4,139+16.4% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |