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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 | $101,713 | $48,053+111.7% | $84,637+20.2% | $72,976+39.4% |
| Participation rate | 55.6% | 57.6%-2.0pp | 68.2%-12.7pp | 69.5%-13.9pp |
| Annual return | 25.14% | 37.39%-12.2pp | 258.82%-233.7pp | 81.02%-55.9pp |
| Employer contribution / active EE | $974 | $1,602-39.2% | $2,653-63.3% | $2,440-60.1% |
| Participant deferral / active EE | $2,823 | $2,681+5.3% | $3,900-27.6% | $3,608-21.7% |
| Admin fee / account holder | $8 | $3,395-99.8% | $4,914-99.8% | $5,124-99.9% |