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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 | $75,150 | $196,972-61.8% | $182,262-58.8% | $198,609-62.2% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 20.74% | 158.27%-137.5pp | 140.60%-119.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $2,120 | $5,364-60.5% | $5,046-58.0% | $5,055-58.1% |
| Participant deferral / active EE | $4,319 | $8,643-50.0% | $8,276-47.8% | $6,977-38.1% |
| Admin fee / account holder | $171 | $18,429-99.1% | $16,712-99.0% | $19,030-99.1% |