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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 | $141,635 | $156,398-9.4% | $147,318-3.9% | $138,895+2.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.48% | 78.75%-59.3pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $3,451 | $4,853-28.9% | $4,593-24.9% | $4,194-17.7% |
| Participant deferral / active EE | $8,272 | $8,237+0.4% | $7,906+4.6% | $6,396+29.3% |
| Admin fee / account holder | $33 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |