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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 | $155,863 | $150,447+3.6% | $136,298+14.4% | $147,586+5.6% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 12.55% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,299 | $5,256-75.3% | $4,696-72.3% | $4,876-73.4% |
| Participant deferral / active EE | $3,137 | $6,631-52.7% | $6,247-49.8% | $5,439-42.3% |
| Admin fee / account holder | $49 | $10,906-99.5% | $9,244-99.5% | $10,886-99.5% |