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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 | $85,763 | $104,650-18.0% | $83,854+2.3% | $155,188-44.7% |
| Participation rate | 66.7% | 65.1%+1.6pp | 59.1%+7.6pp | 80.8%-14.1pp |
| Annual return | 20.24% | 28.97%-8.7pp | 31.39%-11.2pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,394 | $1,196+16.5% | $1,017+37.1% | $4,248-67.2% |
| Participant deferral / active EE | $10,547 | $2,367+345.5% | $2,035+418.2% | $6,531+61.5% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |