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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 | $179,613 | $150,447+19.4% | $136,298+31.8% | $147,586+21.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.91% | 1049.15%-1032.2pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,579 | $5,256-50.9% | $4,696-45.1% | $4,876-47.1% |
| Participant deferral / active EE | $8,189 | $6,631+23.5% | $6,247+31.1% | $5,439+50.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |