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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 | $150,743 | $103,038+46.3% | $90,324+66.9% | $152,909-1.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 25.23% | 95.25%-70.0pp | 78.15%-52.9pp | 345.46%-320.2pp |
| Employer contribution / active EE | $700 | $3,141-77.7% | $2,856-75.5% | $4,764-85.3% |
| Participant deferral / active EE | $9,500 | $4,282+121.9% | $3,885+144.5% | $5,851+62.4% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |