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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 | $31,989 | $176,120-81.8% | $159,487-79.9% | $167,553-80.9% |
| Participation rate | 44.4% | 85.0%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 20.18% | 331.95%-311.8pp | 263.71%-243.5pp | 478.89%-458.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,302 | $7,752-31.6% | $7,354-27.9% | $6,343-16.4% |
| Admin fee / account holder | $136 | $12,561-98.9% | $10,804-98.7% | $12,316-98.9% |