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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 | $163,424 | $82,630+97.8% | $64,105+154.9% | $125,389+30.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | 0.01% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,501 | $2,671-6.4% | $1,820+37.4% | $4,866-48.6% |
| Participant deferral / active EE | $16,000 | $3,608+343.4% | $2,822+467.0% | $5,352+199.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |