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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 | $197,221 | $168,636+17.0% | $147,618+33.6% | $125,388+57.3% |
| Participation rate | 22.2% | 88.8%-66.5pp | 84.6%-62.4pp | 83.2%-61.0pp |
| Annual return | 9.71% | 77.65%-67.9pp | 61.98%-52.3pp | 282.24%-272.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |