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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 | $209,661 | $107,363+95.3% | $92,909+125.7% | $152,897+37.1% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.5%-40.8pp |
| Annual return | 20.47% | 145.63%-125.2pp | 109.44%-89.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,740 | $4,222-58.8% | $3,653-52.4% | $4,764-63.5% |
| Participant deferral / active EE | $6,295 | $4,848+29.9% | $4,238+48.5% | $5,851+7.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |