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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 | $151,219 | $202,460-25.3% | $169,385-10.7% | $139,456+8.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 22.69% | 532.07%-509.4pp | 405.82%-383.1pp | 373.45%-350.8pp |
| Employer contribution / active EE | $700 | $4,691-85.1% | $4,012-82.6% | $4,753-85.3% |
| Participant deferral / active EE | $9,606 | $6,938+38.5% | $6,221+54.4% | $6,711+43.1% |
| Admin fee / account holder | $20 | $10,719-99.8% | $9,011-99.8% | $11,407-99.8% |