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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 | $151,699 | $109,830+38.1% | $98,452+54.1% | $167,497-9.4% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 12.69% | 1957.04%-1944.4pp | 1492.96%-1480.3pp | 478.62%-465.9pp |
| Employer contribution / active EE | $1,706 | $3,224-47.1% | $2,960-42.4% | $4,838-64.7% |
| Participant deferral / active EE | $3,078 | $4,673-34.1% | $4,276-28.0% | $6,341-51.5% |
| Admin fee / account holder | $0 | $6,751-100.0% | $5,948-100.0% | $12,310-100.0% |