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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 | $185,991 | $183,988+1.1% | $162,177+14.7% | $152,897+21.6% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.5%-18.8pp |
| Annual return | 31.45% | 150.79%-119.3pp | 115.60%-84.2pp | 345.43%-314.0pp |
| Employer contribution / active EE | $8,730 | $6,370+37.0% | $5,613+55.5% | $4,764+83.3% |
| Participant deferral / active EE | $5,209 | $8,032-35.2% | $7,297-28.6% | $5,851-11.0% |
| Admin fee / account holder | $2 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |