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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 | $99,818 | $106,247-6.1% | $96,515+3.4% | $139,466-28.4% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 17.60% | 38.47%-20.9pp | 35.73%-18.1pp | 373.66%-356.1pp |
| Employer contribution / active EE | $2,017 | $4,106-50.9% | $3,740-46.1% | $4,754-57.6% |
| Participant deferral / active EE | $5,911 | $5,456+8.3% | $4,880+21.1% | $6,712-11.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |