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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 | $77,514 | $156,970-50.6% | $121,210-36.0% | $139,487-44.4% |
| Participation rate | 36.8% | 76.5%-39.6pp | 69.5%-32.7pp | 80.3%-43.5pp |
| Annual return | 14.65% | 1477.10%-1462.5pp | 987.41%-972.8pp | 373.84%-359.2pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,070 | $4,849-36.7% | $4,084-24.8% | $6,713-54.3% |
| Admin fee / account holder | $82 | $6,947-98.8% | $5,647-98.6% | $11,407-99.3% |