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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 | $104,863 | $112,729-7.0% | $98,716+6.2% | $137,256-23.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 27.67% | 38.48%-10.8pp | 31.81%-4.1pp | 220.34%-192.7pp |
| Employer contribution / active EE | $7,866 | $2,725+188.6% | $2,279+245.2% | $4,156+89.3% |
| Participant deferral / active EE | $7,833 | $4,640+68.8% | $4,048+93.5% | $6,407+22.3% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |