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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 | $167,054 | $96,524+73.1% | $75,900+120.1% | $152,909+9.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.5%-22.5pp |
| Annual return | 18.15% | 33.93%-15.8pp | 30.73%-12.6pp | 345.46%-327.3pp |
| Employer contribution / active EE | $10,658 | $3,311+221.9% | $2,501+326.1% | $4,764+123.7% |
| Participant deferral / active EE | $5,468 | $4,554+20.1% | $3,604+51.7% | $5,851-6.6% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |