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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 | $137,574 | $166,268-17.3% | $165,100-16.7% | $145,897-5.7% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 12.41% | 100.52%-88.1pp | 70.21%-57.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,864 | $6,964-30.2% | $6,035-19.4% | $6,689-27.3% |
| Admin fee / account holder | $286 | $16,659-98.3% | $12,696-97.8% | $13,390-97.9% |