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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 | $58,550 | $198,462-70.5% | $170,439-65.6% | $147,585-60.3% |
| Participation rate | 53.8% | 88.0%-34.1pp | 83.6%-29.8pp | 82.8%-29.0pp |
| Annual return | 18.21% | 257.30%-239.1pp | 205.94%-187.7pp | 578.58%-560.4pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,098 | $5,629-9.4% | $4,939+3.2% | $5,439-6.3% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,881-100.0% | $10,886-99.9% |