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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 | $158,008 | $127,386+24.0% | $115,037+37.4% | $125,388+26.0% |
| Participation rate | 14.3% | 84.2%-69.9pp | 81.4%-67.1pp | 83.2%-68.9pp |
| Annual return | 1.80% | 31.28%-29.5pp | 26.14%-24.3pp | 282.24%-280.4pp |
| Employer contribution / active EE | $3,920 | $5,166-24.1% | $4,608-14.9% | $4,866-19.4% |
| Participant deferral / active EE | $2,571 | $6,423-60.0% | $6,026-57.3% | $5,352-51.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |