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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 | $158,312 | $175,259-9.7% | $149,723+5.7% | $139,487+13.5% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 29.08% | 166.82%-137.7pp | 134.50%-105.4pp | 373.84%-344.8pp |
| Employer contribution / active EE | $2,238 | $5,478-59.1% | $4,821-53.6% | $4,755-52.9% |
| Participant deferral / active EE | $4,697 | $6,522-28.0% | $5,682-17.3% | $6,713-30.0% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |