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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 | $189,063 | $172,111+9.8% | $150,298+25.8% | $137,256+37.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 28.08% | 69.37%-41.3pp | 62.79%-34.7pp | 220.34%-192.3pp |
| Employer contribution / active EE | $1,907 | $4,636-58.9% | $4,154-54.1% | $4,156-54.1% |
| Participant deferral / active EE | $15,667 | $6,166+154.1% | $5,453+187.3% | $6,407+144.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |