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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 | $163,538 | $172,111-5.0% | $150,298+8.8% | $137,256+19.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 20.05% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,011 | $4,636-56.6% | $4,154-51.6% | $4,156-51.6% |
| Participant deferral / active EE | $2,500 | $6,166-59.5% | $5,453-54.2% | $6,407-61.0% |
| Admin fee / account holder | $265 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |