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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 | $228,605 | $76,407+199.2% | $150,298+52.1% | $82,448+177.3% |
| Participation rate | 19.0% | 66.4%-47.3pp | 77.8%-58.7pp | 68.1%-49.0pp |
| Annual return | 42.25% | 39.99%+2.3pp | 62.79%-20.5pp | 41.64%+0.6pp |
| Employer contribution / active EE | $760 | $2,614-70.9% | $4,154-81.7% | $2,551-70.2% |
| Participant deferral / active EE | $1,903 | $3,214-40.8% | $5,453-65.1% | $4,139-54.0% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |