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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 | $153,216 | $152,460+0.5% | $118,746+29.0% | $147,586+3.8% |
| Participation rate | 42.9% | 82.3%-39.4pp | 78.3%-35.4pp | 82.8%-40.0pp |
| Annual return | 17.41% | 17.41%0pp | 24.54%-7.1pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,419 | $5,046-71.9% | $4,193-66.2% | $4,876-70.9% |
| Participant deferral / active EE | $2,429 | $6,212-60.9% | $5,332-54.5% | $5,439-55.3% |
| Admin fee / account holder | $6 | $16,953-100.0% | $10,720-99.9% | $10,886-99.9% |