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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 | $129,495 | $155,555-16.8% | $146,866-11.8% | $155,188-16.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 14.00% | 115.41%-101.4pp | 102.85%-88.9pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,130 | $8,044-61.1% | $7,759-59.7% | $6,531-52.1% |
| Admin fee / account holder | $17 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |