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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 | $90,217 | $108,882-17.1% | $96,754-6.8% | $154,746-41.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 12.20% | 98.39%-86.2pp | 82.04%-69.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,117 | $5,323-79.0% | $4,758-76.5% | $6,730-83.4% |
| Admin fee / account holder | $134 | $10,200-98.7% | $8,905-98.5% | $14,365-99.1% |