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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 | $188,165 | $108,882+72.8% | $96,754+94.5% | $154,746+21.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 22.21% | 98.39%-76.2pp | 82.04%-59.8pp | 172.34%-150.1pp |
| Employer contribution / active EE | $333 | $3,018-89.0% | $2,679-87.6% | $4,379-92.4% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |