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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 | $68,687 | $154,228-55.5% | $145,433-52.8% | $137,256-50.0% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 15.19% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,563 | $4,804-67.5% | $4,554-65.7% | $4,156-62.4% |
| Participant deferral / active EE | $10,729 | $8,216+30.6% | $7,897+35.9% | $6,407+67.5% |
| Admin fee / account holder | $104 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |