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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 | $136,195 | $148,623-8.4% | $135,974+0.2% | $139,466-2.3% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 17.22% | 79.30%-62.1pp | 68.30%-51.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $3,633 | $5,246-30.7% | $4,859-25.2% | $4,754-23.6% |
| Participant deferral / active EE | $15,282 | $8,103+88.6% | $7,760+96.9% | $6,712+127.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |