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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 | $73,183 | $169,161-56.7% | $129,295-43.4% | $145,959-49.9% |
| Participation rate | 69.2% | 76.5%-7.2pp | 69.6%-0.4pp | 80.3%-11.1pp |
| Annual return | 13.54% | 14348.07%-14334.5pp | 9429.28%-9415.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,006 | $5,543-45.8% | $4,157-27.7% | $4,661-35.5% |
| Participant deferral / active EE | $3,236 | $4,989-35.1% | $4,169-22.4% | $6,689-51.6% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |