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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 | $232,251 | $111,535+108.2% | $105,223+120.7% | $137,256+69.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 12.77% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,438 | $3,939-63.5% | $3,689-61.0% | $4,156-65.4% |
| Participant deferral / active EE | $12,400 | $5,500+125.5% | $5,072+144.5% | $6,407+93.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |