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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 | $127,570 | $76,608+66.5% | $56,077+127.5% | $145,877-12.5% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 15.85% | 3009.59%-2993.7pp | 1709.28%-1693.4pp | 551.28%-535.4pp |
| Employer contribution / active EE | $279 | $1,382-79.8% | $1,040-73.1% | $4,663-94.0% |
| Participant deferral / active EE | $2,526 | $2,624-3.8% | $1,954+29.3% | $6,691-62.2% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |