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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 | $194,055 | $157,296+23.4% | $141,191+37.4% | $152,897+26.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 33.50% | 64.34%-30.8pp | 71.41%-37.9pp | 345.43%-311.9pp |
| Employer contribution / active EE | $2,254 | $5,262-57.2% | $4,736-52.4% | $4,764-52.7% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |