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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 | $181,051 | $112,933+60.3% | $90,970+99.0% | $158,982+13.9% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 11.63% | 215.82%-204.2pp | 134.60%-123.0pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,299 | $2,893-55.1% | $2,122-38.8% | $4,763-72.7% |
| Participant deferral / active EE | $2,976 | $4,128-27.9% | $3,373-11.8% | $5,983-50.3% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |