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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 | $134,681 | $99,995+34.7% | $85,063+58.3% | $145,978-7.7% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 12.39% | 83.99%-71.6pp | 66.54%-54.1pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,578 | $3,231-51.2% | $2,727-42.1% | $4,662-66.1% |
| Participant deferral / active EE | $3,813 | $5,295-28.0% | $4,523-15.7% | $6,690-43.0% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |