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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 | $94,107 | $156,398-39.8% | $147,318-36.1% | $138,895-32.2% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 313.33% | 78.75%+234.6pp | 70.43%+242.9pp | 145.39%+167.9pp |
| Employer contribution / active EE | $23,256 | $4,853+379.2% | $4,593+406.4% | $4,194+454.5% |
| Participant deferral / active EE | $59,987 | $8,237+628.2% | $7,906+658.7% | $6,396+837.9% |
| Admin fee / account holder | $127 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |