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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 | $127,833 | $209,422-39.0% | $178,503-28.4% | $158,982-19.6% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 21.41% | 188.81%-167.4pp | 151.12%-129.7pp | 302.99%-281.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,462 | $5,955-8.3% | $5,202+5.0% | $5,983-8.7% |
| Admin fee / account holder | $99 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |