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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 | $142,897 | $106,005+34.8% | $92,239+54.9% | $147,585-3.2% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 17.41% | 50.05%-32.6pp | 176.29%-158.9pp | 578.58%-561.2pp |
| Employer contribution / active EE | $2,356 | $4,333-45.6% | $3,680-36.0% | $4,876-51.7% |
| Participant deferral / active EE | $3,627 | $4,478-19.0% | $3,897-6.9% | $5,439-33.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |