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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 | $182,514 | $209,336-12.8% | $197,124-7.4% | $137,256+33.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 16.68% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $16,500 | $6,591+150.4% | $6,227+165.0% | $4,156+297.0% |
| Participant deferral / active EE | $10,333 | $9,614+7.5% | $9,135+13.1% | $6,407+61.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |