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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 | $154,139 | $152,619+1.0% | $125,195+23.1% | $152,909+0.8% |
| Participation rate | 63.6% | 83.3%-19.7pp | 79.8%-16.1pp | 82.5%-18.8pp |
| Annual return | 11.22% | 54.85%-43.6pp | 43.79%-32.6pp | 345.46%-334.2pp |
| Employer contribution / active EE | $2,120 | $4,947-57.1% | $3,866-45.2% | $4,764-55.5% |
| Participant deferral / active EE | $5,739 | $5,869-2.2% | $4,937+16.2% | $5,851-1.9% |
| Admin fee / account holder | $170 | $13,437-98.7% | $9,704-98.3% | $11,601-98.5% |