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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 | $218,622 | $29,716+635.7% | $56,077+289.9% | $80,925+170.2% |
| Participation rate | 24.2% | 41.7%-17.5pp | 52.5%-28.3pp | 67.7%-43.4pp |
| Annual return | 361.90% | 35.30%+326.6pp | 1709.28%-1347.4pp | 35.65%+326.3pp |
| Employer contribution / active EE | $517 | $671-23.0% | $1,040-50.3% | $2,756-81.3% |
| Participant deferral / active EE | $2,174 | $1,228+76.9% | $1,954+11.2% | $4,299-49.4% |
| Admin fee / account holder | $2 | $2,432-99.9% | $2,825-99.9% | $6,940-100.0% |