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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 | $245,000 | $104,664+134.1% | $85,693+185.9% | $167,518+46.3% |
| Participation rate | 16.7% | 76.4%-59.7pp | 69.9%-53.2pp | 82.1%-65.4pp |
| Annual return | 88.46% | 21.45%+67.0pp | 21.49%+67.0pp | 478.71%-390.2pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |