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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 | $138,606 | $154,228-10.1% | $145,433-4.7% | $137,256+1.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.37% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,944 | $4,804-59.5% | $4,554-57.3% | $4,156-53.2% |
| Participant deferral / active EE | $3,482 | $8,216-57.6% | $7,897-55.9% | $6,407-45.7% |
| Admin fee / account holder | $287 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |