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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 | $117,167 | $176,105-33.5% | $159,474-26.5% | $167,536-30.1% |
| Participation rate | 60.9% | 85.0%-24.1pp | 82.8%-22.0pp | 82.1%-21.2pp |
| Annual return | 22.31% | 331.91%-309.6pp | 263.68%-241.4pp | 478.82%-456.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,393 | $7,751+21.2% | $7,353+27.7% | $6,342+48.1% |
| Admin fee / account holder | $75 | $12,559-99.4% | $10,802-99.3% | $12,315-99.4% |