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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 | $157,758 | $106,749+47.8% | $145,433+8.5% | $82,448+91.3% |
| Participation rate | 55.9% | 75.6%-19.8pp | 82.1%-26.2pp | 68.1%-12.2pp |
| Annual return | 18.01% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,606 | $3,444-24.4% | $4,554-42.8% | $2,551+2.1% |
| Participant deferral / active EE | $5,014 | $6,519-23.1% | $7,897-36.5% | $4,139+21.1% |
| Admin fee / account holder | $2 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |