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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 | $167,833 | $102,422+63.9% | $147,117+14.1% | $80,959+107.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 16.13% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,444 | $3,717-61.2% | $4,932-70.7% | $2,757-47.6% |
| Participant deferral / active EE | $4,667 | $6,652-29.8% | $8,065-42.1% | $4,300+8.5% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |