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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 | $213,197 | $183,592+16.1% | $155,574+37.0% | $145,877+46.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 55.84% | 61.37%-5.5pp | 64.87%-9.0pp | 551.28%-495.4pp |
| Employer contribution / active EE | $3,000 | $5,317-43.6% | $4,676-35.8% | $4,663-35.7% |
| Participant deferral / active EE | $11,248 | $6,466+74.0% | $5,629+99.8% | $6,691+68.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |