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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 | $113,657 | $70,121+62.1% | $63,803+78.1% | $138,895-18.2% |
| Participation rate | 58.3% | 77.2%-18.9pp | 72.7%-14.4pp | 79.9%-21.6pp |
| Annual return | 19.84% | 946.48%-926.6pp | 543.72%-523.9pp | 145.39%-125.6pp |
| Employer contribution / active EE | $6,763 | $2,882+134.6% | $2,532+167.1% | $4,194+61.2% |
| Participant deferral / active EE | $7,865 | $4,535+73.4% | $3,843+104.6% | $6,396+23.0% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |