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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 | $150,535 | $135,956+10.7% | $123,894+21.5% | $273,972-45.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.03% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,589 | $5,170-30.6% | $4,617-22.3% | $4,869-26.3% |
| Participant deferral / active EE | $7,874 | $6,343+24.1% | $5,984+31.6% | $5,287+48.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |