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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 | $141,430 | $155,555-9.1% | $146,866-3.7% | $155,188-8.9% |
| Participation rate | 52.9% | 84.0%-31.0pp | 82.5%-29.6pp | 80.8%-27.9pp |
| Annual return | 15.27% | 115.41%-100.1pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,490 | $4,647-67.9% | $4,425-66.3% | $4,248-64.9% |
| Participant deferral / active EE | $4,867 | $8,044-39.5% | $7,759-37.3% | $6,531-25.5% |
| Admin fee / account holder | $215 | $14,755-98.5% | $13,620-98.4% | $14,480-98.5% |