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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 | $114,471 | $181,062-36.8% | $158,223-27.7% | $155,188-26.2% |
| Participation rate | 58.3% | 82.7%-24.3pp | 79.2%-20.9pp | 80.8%-22.5pp |
| Annual return | 24.71% | 57.39%-32.7pp | 52.09%-27.4pp | 148.84%-124.1pp |
| Employer contribution / active EE | $2,330 | $4,565-48.9% | $4,109-43.3% | $4,248-45.1% |
| Participant deferral / active EE | $3,455 | $6,134-43.7% | $5,467-36.8% | $6,531-47.1% |
| Admin fee / account holder | $256 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |