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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 | $199,914 | $60,139+232.4% | $90,461+121.0% | $79,856+150.3% |
| Participation rate | 8.6% | 65.0%-56.4pp | 72.7%-64.1pp | 69.6%-61.1pp |
| Annual return | 20.26% | 71.96%-51.7pp | 1294.76%-1274.5pp | 31.71%-11.5pp |
| Employer contribution / active EE | $317 | $2,069-84.7% | $3,264-90.3% | $2,471-87.2% |
| Participant deferral / active EE | $1,671 | $2,939-43.1% | $3,964-57.8% | $3,741-55.3% |
| Admin fee / account holder | $20 | $3,978-99.5% | $5,617-99.6% | $5,306-99.6% |