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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 | $226,285 | $160,028+41.4% | $147,080+53.9% | $145,884+55.1% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 12.66% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,791 | $5,286-28.3% | $4,933-23.2% | $4,662-18.7% |
| Participant deferral / active EE | $8,765 | $8,422+4.1% | $8,066+8.7% | $6,690+31.0% |
| Admin fee / account holder | $38 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |