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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 | $162,205 | $172,111-5.8% | $150,298+7.9% | $137,256+18.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.51% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $987 | $4,636-78.7% | $4,154-76.3% | $4,156-76.3% |
| Participant deferral / active EE | $5,891 | $6,166-4.5% | $5,453+8.0% | $6,407-8.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |