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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 | $116,449 | $90,489+28.7% | $76,051+53.1% | $145,978-20.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 13.98% | 622.78%-608.8pp | 360.42%-346.4pp | 550.52%-536.5pp |
| Employer contribution / active EE | $800 | $3,319-75.9% | $2,690-70.3% | $4,662-82.8% |
| Participant deferral / active EE | $2,333 | $5,164-54.8% | $4,257-45.2% | $6,690-65.1% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |