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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 | $235,185 | $167,483+40.4% | $115,752+103.2% | $147,585+59.4% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 82.8%-24.5pp |
| Annual return | 19.23% | 12.11%+7.1pp | 19.41%-0.2pp | 578.58%-559.4pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,485 | $7,037+63.2% | $5,204+120.7% | $5,439+111.2% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |