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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 | $159,025 | $73,421+116.6% | $66,439+139.4% | $155,188+2.5% |
| Participation rate | 33.3% | 79.7%-46.4pp | 74.5%-41.2pp | 80.8%-47.5pp |
| Annual return | 641.28% | 1382.37%-741.1pp | 757.66%-116.4pp | 148.84%+492.4pp |
| Employer contribution / active EE | $616 | $3,039-79.7% | $2,637-76.6% | $4,248-85.5% |
| Participant deferral / active EE | $1,539 | $4,680-67.1% | $3,876-60.3% | $6,531-76.4% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |