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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 | $87,755 | $29,319+199.3% | $52,425+67.4% | $82,448+6.4% |
| Participation rate | 17.6% | 46.9%-29.2pp | 55.6%-38.0pp | 68.1%-50.4pp |
| Annual return | 57.71% | 535.20%-477.5pp | 302.12%-244.4pp | 41.64%+16.1pp |
| Employer contribution / active EE | $1,578 | $586+169.1% | $914+72.6% | $2,551-38.1% |
| Participant deferral / active EE | $522 | $1,171-55.4% | $1,790-70.8% | $4,139-87.4% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |