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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 | $179,149 | $152,651+17.4% | $105,218+70.3% | $125,388+42.9% |
| Participation rate | 58.3% | 81.5%-23.2pp | 77.2%-18.9pp | 83.2%-24.9pp |
| Annual return | -0.93% | 8.24%-9.2pp | 5.33%-6.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $3,255-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,623 | $6,660+29.5% | $4,867+77.2% | $5,352+61.1% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,541-100.0% |