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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 | $160,600 | $111,535+44.0% | $105,223+52.6% | $137,256+17.0% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 23.99% | 237.85%-213.9pp | 180.65%-156.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,000 | $3,939-74.6% | $3,689-72.9% | $4,156-75.9% |
| Participant deferral / active EE | $9,727 | $5,500+76.9% | $5,072+91.8% | $6,407+51.8% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |