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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 | $159,517 | $94,749+68.4% | $112,899+41.3% | $139,466+14.4% |
| Participation rate | 58.3% | 81.3%-22.9pp | 80.5%-22.2pp | 80.3%-22.0pp |
| Annual return | 17.43% | 40.92%-23.5pp | 34.11%-16.7pp | 373.66%-356.2pp |
| Employer contribution / active EE | $2,591 | $4,630-44.0% | $4,566-43.3% | $4,754-45.5% |
| Participant deferral / active EE | $6,588 | $6,517+1.1% | $6,516+1.1% | $6,712-1.8% |
| Admin fee / account holder | $0 | $8,530-100.0% | $7,047-100.0% | $11,409-100.0% |