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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 | $77,254 | $67,602+14.3% | $82,312-6.1% | $70,126+10.2% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%-0.1pp |
| Annual return | 30.18% | 21.57%+8.6pp | 25.88%+4.3pp | 73.15%-43.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,779 | $2,987+160.4% | $3,706+109.9% | $3,332+133.5% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |