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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 | $106,836 | $138,312-22.8% | $122,979-13.1% | $155,188-31.2% |
| Participation rate | 63.2% | 80.2%-17.0pp | 77.2%-14.0pp | 80.8%-17.6pp |
| Annual return | 41.56% | 22.06%+19.5pp | 20.12%+21.4pp | 148.84%-107.3pp |
| Employer contribution / active EE | $3,906 | $3,530+10.6% | $3,062+27.5% | $4,248-8.1% |
| Participant deferral / active EE | $4,828 | $5,592-13.7% | $5,003-3.5% | $6,531-26.1% |
| Admin fee / account holder | $280 | $15,089-98.1% | $12,864-97.8% | $14,480-98.1% |