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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 | $209,135 | $67,823+208.4% | $52,425+298.9% | $137,256+52.4% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 204.05% | 219.11%-15.1pp | 302.12%-98.1pp | 220.34%-16.3pp |
| Employer contribution / active EE | $467 | $1,163-59.8% | $914-48.9% | $4,156-88.8% |
| Participant deferral / active EE | $2,573 | $2,288+12.5% | $1,790+43.7% | $6,407-59.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |