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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 | $110,701 | $174,379-36.5% | $152,093-27.2% | $138,895-20.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.06% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,233 | $4,652-52.0% | $4,175-46.5% | $4,194-46.8% |
| Participant deferral / active EE | $7,831 | $6,159+27.1% | $5,451+43.6% | $6,396+22.4% |
| Admin fee / account holder | $13 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |