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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 | $110,241 | $91,559+20.4% | $133,978-17.7% | $79,856+38.0% |
| Participation rate | 58.6% | 73.3%-14.7pp | 79.8%-21.2pp | 69.6%-11.0pp |
| Annual return | 19.06% | 61.85%-42.8pp | 45.10%-26.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,080 | $2,384-12.7% | $3,919-46.9% | $2,471-15.8% |
| Participant deferral / active EE | $5,718 | $3,734+53.1% | $5,047+13.3% | $3,741+52.9% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |