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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 | $86,740 | $155,555-44.2% | $146,866-40.9% | $155,188-44.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 21.33% | 115.41%-94.1pp | 102.85%-81.5pp | 148.84%-127.5pp |
| Employer contribution / active EE | $4,658 | $4,647+0.3% | $4,425+5.3% | $4,248+9.7% |
| Participant deferral / active EE | $7,000 | $8,044-13.0% | $7,759-9.8% | $6,531+7.2% |
| Admin fee / account holder | $182 | $14,755-98.8% | $13,620-98.7% | $14,480-98.7% |