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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 | $151,245 | $81,668+85.2% | $58,507+158.5% | $139,487+8.4% |
| Participation rate | 11.1% | 61.3%-50.2pp | 50.9%-39.8pp | 80.3%-69.2pp |
| Annual return | 34.12% | 7430.07%-7395.9pp | 4252.32%-4218.2pp | 373.84%-339.7pp |
| Employer contribution / active EE | $194 | $1,398-86.2% | $1,053-81.6% | $4,755-95.9% |
| Participant deferral / active EE | $3,205 | $2,554+25.5% | $1,922+66.7% | $6,713-52.3% |
| Admin fee / account holder | $20 | $3,212-99.4% | $2,486-99.2% | $11,407-99.8% |