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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 | $193,982 | $156,398+24.0% | $147,318+31.7% | $138,895+39.7% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 15.87% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,489 | $4,853-69.3% | $4,593-67.6% | $4,194-64.5% |
| Participant deferral / active EE | $6,641 | $8,237-19.4% | $7,906-16.0% | $6,396+3.8% |
| Admin fee / account holder | $14 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |