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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 | $213,929 | $160,028+33.7% | $147,080+45.5% | $145,884+46.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 82.69% | 98.60%-15.9pp | 420.17%-337.5pp | 551.85%-469.2pp |
| Employer contribution / active EE | $10,151 | $5,286+92.0% | $4,933+105.8% | $4,662+117.7% |
| Participant deferral / active EE | $6,000 | $8,422-28.8% | $8,066-25.6% | $6,690-10.3% |
| Admin fee / account holder | $70 | $15,030-99.5% | $12,989-99.5% | $13,392-99.5% |