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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 | $100,208 | $81,763+22.6% | $58,561+71.1% | $139,466-28.1% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 7.43% | 7427.77%-7420.3pp | 4251.33%-4243.9pp | 373.66%-366.2pp |
| Employer contribution / active EE | $606 | $1,398-56.6% | $1,053-42.4% | $4,754-87.2% |
| Participant deferral / active EE | $4,167 | $2,555+63.1% | $1,923+116.7% | $6,712-37.9% |
| Admin fee / account holder | $37 | $3,273-98.9% | $2,520-98.5% | $11,409-99.7% |