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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 | $227,485 | $124,425+82.8% | $112,040+103.0% | $137,256+65.7% |
| Participation rate | 52.6% | 79.3%-26.7pp | 76.5%-23.9pp | 80.0%-27.3pp |
| Annual return | 12.54% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,927 | $5,718-31.3% | $5,098-23.0% | $6,407-38.7% |
| Admin fee / account holder | $12 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |