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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 | $122,031 | $196,972-38.0% | $182,262-33.0% | $198,609-38.6% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 17.00% | 158.27%-141.3pp | 140.60%-123.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $10,302 | $5,364+92.1% | $5,046+104.2% | $5,055+103.8% |
| Participant deferral / active EE | $6,691 | $8,643-22.6% | $8,276-19.2% | $6,977-4.1% |
| Admin fee / account holder | $231 | $18,429-98.7% | $16,712-98.6% | $19,030-98.8% |