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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 | $206,508 | $96,558+113.9% | $80,977+155.0% | $273,972-24.6% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 12.24% | 15.14%-2.9pp | 17.11%-4.9pp | 41.46%-29.2pp |
| Employer contribution / active EE | $65,635 | $4,869+1248.1% | $3,715+1667.0% | $4,869+1248.1% |
| Participant deferral / active EE | $5,382 | $6,598-18.4% | $5,696-5.5% | $5,287+1.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |