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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 | $117,058 | $124,425-5.9% | $112,040+4.5% | $137,256-14.7% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 23.35% | 24.72%-1.4pp | 24.52%-1.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,603 | $3,411-53.0% | $2,954-45.7% | $4,156-61.4% |
| Participant deferral / active EE | $17,100 | $5,718+199.0% | $5,098+235.4% | $6,407+166.9% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |