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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 | $129,490 | $101,618+27.4% | $93,063+39.1% | $137,256-5.7% |
| Participation rate | 12.5% | 74.9%-62.4pp | 72.1%-59.6pp | 80.0%-67.5pp |
| Annual return | 24.98% | 223.95%-199.0pp | 34.15%-9.2pp | 220.34%-195.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |