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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 | $202,019 | $108,897+85.5% | $100,378+101.3% | $145,877+38.5% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.7pp | 80.3%-37.4pp |
| Annual return | 13.68% | 58.17%-44.5pp | 49.41%-35.7pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,649 | $4,420-40.1% | $3,942-32.8% | $4,663-43.2% |
| Participant deferral / active EE | $9,356 | $8,455+10.7% | $8,087+15.7% | $6,691+39.8% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |