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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 | $41,616 | $198,457-79.0% | $170,435-75.6% | $147,586-71.8% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 14.30% | 257.30%-243.0pp | 205.94%-191.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,492 | $5,629-38.0% | $4,939-29.3% | $5,439-35.8% |
| Admin fee / account holder | $162 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |