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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 | $210,024 | $90,397+132.3% | $76,002+176.3% | $145,959+43.9% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 24.54% | 621.97%-597.4pp | 360.07%-335.5pp | 561.95%-537.4pp |
| Employer contribution / active EE | $1,115 | $3,317-66.4% | $2,688-58.5% | $4,661-76.1% |
| Participant deferral / active EE | $24,976 | $5,163+383.7% | $4,257+486.8% | $6,689+273.4% |
| Admin fee / account holder | $168 | $8,369-98.0% | $6,414-97.4% | $13,398-98.7% |