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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 | $149,838 | $156,398-4.2% | $147,318+1.7% | $138,895+7.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 16.02% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $19,059 | $4,853+292.7% | $4,593+315.0% | $4,194+354.4% |
| Participant deferral / active EE | $5,222 | $8,237-36.6% | $7,906-33.9% | $6,396-18.4% |
| Admin fee / account holder | $9 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |