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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 | $119,138 | $176,120-32.4% | $159,487-25.3% | $167,553-28.9% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 13.98% | 331.95%-318.0pp | 263.71%-249.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,176 | $7,752-20.3% | $7,354-16.0% | $6,343-2.6% |
| Admin fee / account holder | $16 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |