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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 | $234,839 | $150,447+56.1% | $136,298+72.3% | $147,586+59.1% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 20.37% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $3,962 | $5,256-24.6% | $4,696-15.6% | $4,876-18.8% |
| Participant deferral / active EE | $8,680 | $6,631+30.9% | $6,247+38.9% | $5,439+59.6% |
| Admin fee / account holder | $137 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |