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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 | $162,798 | $72,269+125.3% | $101,271+60.8% | $79,852+103.9% |
| Participation rate | 67.5% | 68.5%-1.0pp | 75.8%-8.3pp | 69.6%-2.1pp |
| Annual return | 11.28% | 22.29%-11.0pp | 46.48%-35.2pp | 31.72%-20.4pp |
| Employer contribution / active EE | $1,472 | $2,692-45.3% | $3,660-59.8% | $2,471-40.4% |
| Participant deferral / active EE | $3,557 | $3,282+8.4% | $4,371-18.6% | $3,740-4.9% |
| Admin fee / account holder | $1 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |