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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 | $123,859-60.6% | $69,632-30.0% | $145,897-66.6% |
| Participation rate | 68.2% | 69.2%-1.0pp | 66.4%+1.8pp | 80.3%-12.1pp |
| Annual return | 17.14% | 192.49%-175.4pp | 101.32%-84.2pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,225 | $2,673-54.2% | $1,708-28.3% | $4,663-73.7% |
| Participant deferral / active EE | $4,268 | $4,242+0.6% | $2,889+47.8% | $6,689-36.2% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |