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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 | $125,393 | $150,445-16.7% | $136,297-8.0% | $147,585-15.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 17.99% | 1049.14%-1031.1pp | 5156.16%-5138.2pp | 578.57%-560.6pp |
| Employer contribution / active EE | $1,825 | $5,256-65.3% | $4,696-61.1% | $4,876-62.6% |
| Participant deferral / active EE | $10,500 | $6,631+58.4% | $6,247+68.1% | $5,439+93.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |