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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 | $179,712 | $76,634+134.5% | $56,054+220.6% | $145,978+23.1% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 13.68% | 3004.33%-2990.6pp | 1705.95%-1692.3pp | 550.52%-536.8pp |
| Employer contribution / active EE | $670 | $1,380-51.5% | $1,039-35.5% | $4,662-85.6% |
| Participant deferral / active EE | $2,680 | $2,622+2.2% | $1,952+37.3% | $6,690-59.9% |
| Admin fee / account holder | $120 | $3,321-96.4% | $2,822-95.7% | $13,400-99.1% |