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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 | $123,978 | $157,270-21.2% | $141,173-12.2% | $152,870-18.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 26.17% | 64.33%-38.2pp | 71.40%-45.2pp | 345.34%-319.2pp |
| Employer contribution / active EE | $4,088 | $5,261-22.3% | $4,735-13.7% | $4,763-14.2% |
| Participant deferral / active EE | $9,480 | $7,110+33.3% | $6,710+41.3% | $5,850+62.0% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |