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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 | $217,781 | $160,070+36.1% | $147,117+48.0% | $145,897+49.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 23.87% | 98.69%-74.8pp | 420.54%-396.7pp | 552.29%-528.4pp |
| Employer contribution / active EE | $7,055 | $5,285+33.5% | $4,932+43.0% | $4,663+51.3% |
| Participant deferral / active EE | $13,639 | $8,419+62.0% | $8,065+69.1% | $6,689+103.9% |
| Admin fee / account holder | $123 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |