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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 | $213,270 | $105,145+102.8% | $94,664+125.3% | $139,466+52.9% |
| Participation rate | 42.9% | 82.4%-39.5pp | 80.8%-38.0pp | 80.3%-37.5pp |
| Annual return | 18.42% | 38.09%-19.7pp | 156.84%-138.4pp | 373.66%-355.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,286 | $7,599-43.6% | $7,417-42.2% | $6,712-36.1% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |