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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 | $222,353 | $86,919+155.8% | $102,457+117.0% | $80,911+174.8% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 16.68% | 18.90%-2.2pp | 29.41%-12.7pp | 35.63%-19.0pp |
| Employer contribution / active EE | $1,776 | $2,368-25.0% | $3,022-41.2% | $2,756-35.5% |
| Participant deferral / active EE | $5,273 | $4,119+28.0% | $5,054+4.3% | $4,297+22.7% |
| Admin fee / account holder | $16 | $8,049-99.8% | $9,451-99.8% | $6,935-99.8% |