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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 | $152,902 | $111,785+36.8% | $93,669+63.2% | $145,877+4.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.83% | 203.79%-190.0pp | 133.59%-119.8pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,317 | $3,096-57.5% | $2,424-45.7% | $4,663-71.8% |
| Participant deferral / active EE | $3,727 | $4,919-24.2% | $4,416-15.6% | $6,691-44.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |