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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 | $98,740 | $140,592-29.8% | $123,105-19.8% | $125,389-21.3% |
| Participation rate | 25.0% | 88.2%-63.2pp | 86.8%-61.8pp | 83.2%-58.2pp |
| Annual return | 0.01% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,198 | $6,041-63.6% | $5,151-57.3% | $4,866-54.8% |
| Participant deferral / active EE | $6,000 | $6,980-14.0% | $6,229-3.7% | $5,352+12.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |