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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 | $142,995 | $153,774-7.0% | $133,979+6.7% | $273,970-47.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 8.77% | 36.51%-27.7pp | 29.30%-20.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $15,040 | $6,029+149.5% | $5,211+188.6% | $4,869+208.9% |
| Participant deferral / active EE | $9,000 | $6,958+29.3% | $6,282+43.3% | $5,287+70.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |