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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 | $122,143 | $154,228-20.8% | $145,433-16.0% | $137,256-11.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 21.64% | 74.59%-53.0pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,643 | $4,804-24.2% | $4,554-20.0% | $4,156-12.3% |
| Participant deferral / active EE | $10,857 | $8,216+32.1% | $7,897+37.5% | $6,407+69.5% |
| Admin fee / account holder | $248 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |