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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 | $125,985 | $174,379-27.8% | $152,093-17.2% | $138,895-9.3% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 20.53% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,830 | $4,652-60.7% | $4,175-56.2% | $4,194-56.4% |
| Participant deferral / active EE | $5,271 | $6,159-14.4% | $5,451-3.3% | $6,396-17.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |