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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 | $123,412-60.5% | $69,460-29.8% | $145,978-66.6% |
| Participation rate | 68.2% | 69.2%-1.0pp | 66.4%+1.7pp | 80.3%-12.1pp |
| Annual return | 17.14% | 191.25%-174.1pp | 100.80%-83.7pp | 550.52%-533.4pp |
| Employer contribution / active EE | $1,225 | $2,684-54.4% | $1,714-28.6% | $4,662-73.7% |
| Participant deferral / active EE | $4,268 | $4,240+0.7% | $2,890+47.7% | $6,690-36.2% |
| Admin fee / account holder | $0 | $7,816-100.0% | $4,695-100.0% | $13,400-100.0% |