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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 | $156,965 | $156,398+0.4% | $147,318+6.5% | $138,895+13.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.92% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,468 | $4,853-49.2% | $4,593-46.3% | $4,194-41.2% |
| Participant deferral / active EE | $5,938 | $8,237-27.9% | $7,906-24.9% | $6,396-7.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |