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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 | $87,695 | $226,105-61.2% | $182,540-52.0% | $152,897-42.6% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.5%-13.2pp |
| Annual return | 18.35% | 192.58%-174.2pp | 148.58%-130.2pp | 345.43%-327.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,764 | $6,370+21.9% | $5,525+40.5% | $5,851+32.7% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |