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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 | $193,732 | $160,040+21.1% | $147,096+31.7% | $145,877+32.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.91% | 98.49%-83.6pp | 419.75%-404.8pp | 551.28%-536.4pp |
| Employer contribution / active EE | $4,764 | $5,289-9.9% | $4,936-3.5% | $4,663+2.2% |
| Participant deferral / active EE | $8,811 | $8,429+4.5% | $8,071+9.2% | $6,691+31.7% |
| Admin fee / account holder | $107 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |