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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 | $190,193 | $159,934+18.9% | $147,005+29.4% | $145,959+30.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.83% | 98.24%-86.4pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $6,799 | $5,287+28.6% | $4,934+37.8% | $4,661+45.9% |
| Participant deferral / active EE | $12,700 | $8,427+50.7% | $8,070+57.4% | $6,689+89.9% |
| Admin fee / account holder | $262 | $15,053-98.3% | $13,006-98.0% | $13,398-98.0% |