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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 | $155,461 | $61,125+154.3% | $94,057+65.3% | $87,485+77.7% |
| Participation rate | 40.5% | 64.1%-23.5pp | 73.3%-32.8pp | 68.9%-28.4pp |
| Annual return | 18.80% | 35.20%-16.4pp | 480.62%-461.8pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,183 | $2,136-44.6% | $2,933-59.7% | $2,596-54.4% |
| Participant deferral / active EE | $5,369 | $3,260+64.7% | $4,709+14.0% | $4,274+25.6% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |