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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 | $69,145 | $181,062-61.8% | $158,223-56.3% | $155,188-55.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 21.59% | 57.39%-35.8pp | 52.09%-30.5pp | 148.84%-127.3pp |
| Employer contribution / active EE | $1,851 | $4,565-59.4% | $4,109-55.0% | $4,248-56.4% |
| Participant deferral / active EE | $5,829 | $6,134-5.0% | $5,467+6.6% | $6,531-10.7% |
| Admin fee / account holder | $33 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |