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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 | $114,194 | $118,875-3.9% | $96,572+18.2% | $167,553-31.8% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,242 | $3,121-60.2% | $2,357-47.3% | $4,840-74.3% |
| Participant deferral / active EE | $4,987 | $4,617+8.0% | $3,850+29.5% | $6,343-21.4% |
| Admin fee / account holder | $15 | $8,070-99.8% | $6,183-99.8% | $12,316-99.9% |