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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 | $169,668 | $124,980+35.8% | $108,359+56.6% | $154,746+9.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 19.49% | 45.00%-25.5pp | 36.89%-17.4pp | 172.34%-152.8pp |
| Employer contribution / active EE | $959 | $2,851-66.4% | $2,399-60.0% | $4,379-78.1% |
| Participant deferral / active EE | $7,159 | $4,743+50.9% | $4,137+73.1% | $6,730+6.4% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |