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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 | $139,967 | $217,432-35.6% | $185,849-24.7% | $167,536-16.5% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 13.01% | 148.42%-135.4pp | 122.10%-109.1pp | 478.82%-465.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,632 | $6,357+4.3% | $5,569+19.1% | $6,342+4.6% |
| Admin fee / account holder | $147 | $19,818-99.3% | $16,244-99.1% | $12,315-98.8% |