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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 | $146,816 | $109,872+33.6% | $98,483+49.1% | $167,536-12.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 12.86% | 1959.31%-1946.5pp | 1494.38%-1481.5pp | 478.82%-466.0pp |
| Employer contribution / active EE | $4,819 | $3,225+49.4% | $2,961+62.8% | $4,839-0.4% |
| Participant deferral / active EE | $10,400 | $4,673+122.5% | $4,276+143.2% | $6,342+64.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |