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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 | $143,395 | $226,105-36.6% | $182,540-21.4% | $152,897-6.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 24.57% | 192.58%-168.0pp | 148.58%-124.0pp | 345.43%-320.9pp |
| Employer contribution / active EE | $7,350 | $4,978+47.6% | $4,076+80.3% | $4,764+54.3% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24 | $10,706-99.8% | $8,593-99.7% | $11,599-99.8% |