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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 | $43,968 | $175,231-74.9% | $149,696-70.6% | $139,466-68.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 25.22% | 166.77%-141.6pp | 134.46%-109.2pp | 373.66%-348.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,060 | $6,521+23.6% | $5,682+41.9% | $6,712+20.1% |
| Admin fee / account holder | $90 | $16,155-99.4% | $13,212-99.3% | $11,409-99.2% |