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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 | $98,292 | $202,342-51.4% | $172,753-43.1% | $152,909-35.7% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.5%-35.8pp |
| Annual return | 20.61% | 1029.88%-1009.3pp | 803.00%-782.4pp | 345.46%-324.9pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,939 | $5,948-17.0% | $5,198-5.0% | $5,851-15.6% |
| Admin fee / account holder | $106 | $17,112-99.4% | $13,956-99.2% | $11,601-99.1% |