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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 | $150,453 | $172,111-12.6% | $150,298+0.1% | $137,256+9.6% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 18.56% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,398 | $4,636-48.3% | $4,154-42.3% | $4,156-42.3% |
| Participant deferral / active EE | $5,443 | $6,166-11.7% | $5,453-0.2% | $6,407-15.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |