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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 | $48,747 | $123,750-60.6% | $69,611-30.0% | $145,877-66.6% |
| Participation rate | 68.2% | 69.2%-1.0pp | 66.4%+1.8pp | 80.3%-12.1pp |
| Annual return | 17.14% | 192.03%-174.9pp | 101.14%-84.0pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,225 | $2,672-54.2% | $1,709-28.3% | $4,663-73.7% |
| Participant deferral / active EE | $4,268 | $4,243+0.6% | $2,891+47.7% | $6,691-36.2% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,696-100.0% | $13,402-100.0% |