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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 | $134,273 | $172,111-22.0% | $150,298-10.7% | $137,256-2.2% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 18.03% | 69.37%-51.3pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,767 | $4,636-61.9% | $4,154-57.5% | $4,156-57.5% |
| Participant deferral / active EE | $5,382 | $6,166-12.7% | $5,453-1.3% | $6,407-16.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |