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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 | $132,007 | $156,398-15.6% | $147,318-10.4% | $138,895-5.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 13.08% | 78.75%-65.7pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,027 | $4,853-58.2% | $4,593-55.9% | $4,194-51.7% |
| Participant deferral / active EE | $4,654 | $8,237-43.5% | $7,906-41.1% | $6,396-27.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |