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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 | $166,028 | $114,093+45.5% | $96,171+72.6% | $167,536-0.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 17.69% | 190.00%-172.3pp | 192.04%-174.4pp | 478.82%-461.1pp |
| Employer contribution / active EE | $2,203 | $3,429-35.8% | $2,799-21.3% | $4,839-54.5% |
| Participant deferral / active EE | $4,279 | $5,197-17.7% | $4,350-1.6% | $6,342-32.5% |
| Admin fee / account holder | $1 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |