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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 | $155,718 | $99,011+57.3% | $86,582+79.9% | $147,586+5.5% |
| Participation rate | 42.1% | 76.3%-34.2pp | 73.5%-31.4pp | 82.8%-40.7pp |
| Annual return | 15.71% | 1312.75%-1297.0pp | 965.08%-949.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $811 | $3,132-74.1% | $2,839-71.4% | $4,876-83.4% |
| Participant deferral / active EE | $4,067 | $3,972+2.4% | $3,609+12.7% | $5,439-25.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |