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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 | $123,982-60.7% | $69,701-30.1% | $145,959-66.6% |
| Participation rate | 68.2% | 69.2%-1.0pp | 66.4%+1.7pp | 80.3%-12.1pp |
| Annual return | 17.14% | 191.01%-173.9pp | 100.32%-83.2pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,225 | $2,681-54.3% | $1,713-28.5% | $4,661-73.7% |
| Participant deferral / active EE | $4,268 | $4,236+0.8% | $2,887+47.8% | $6,689-36.2% |
| Admin fee / account holder | $0 | $7,867-100.0% | $4,717-100.0% | $13,398-100.0% |