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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 | $217,386 | $209,428+3.8% | $178,498+21.8% | $158,950+36.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 23.53% | 188.78%-165.3pp | 151.09%-127.6pp | 302.91%-279.4pp |
| Employer contribution / active EE | $3,400 | $5,707-40.4% | $5,011-32.2% | $4,762-28.6% |
| Participant deferral / active EE | $9,250 | $5,955+55.3% | $5,202+77.8% | $5,983+54.6% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |