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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 | $117,623 | $100,970+16.5% | $96,576+21.8% | $137,256-14.3% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 19.22% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,395 | $3,809-37.1% | $3,553-32.6% | $4,156-42.4% |
| Participant deferral / active EE | $7,227 | $8,286-12.8% | $7,956-9.2% | $6,407+12.8% |
| Admin fee / account holder | $249 | $11,312-97.8% | $11,381-97.8% | $12,270-98.0% |