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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 | $138,907 | $96,419+44.1% | $80,648+72.2% | $139,487-0.4% |
| Participation rate | 46.2% | 73.6%-27.5pp | 67.0%-20.9pp | 80.3%-34.2pp |
| Annual return | 27.02% | 1352.86%-1325.8pp | 937.21%-910.2pp | 373.84%-346.8pp |
| Employer contribution / active EE | $15,973 | $3,261+389.8% | $2,724+486.5% | $4,755+235.9% |
| Participant deferral / active EE | $10,029 | $5,225+91.9% | $4,443+125.7% | $6,713+49.4% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |