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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 | $80,000 | $158,393-49.5% | $143,412-44.2% | $155,188-48.4% |
| Participation rate | 42.9% | 79.7%-36.9pp | 78.5%-35.6pp | 80.8%-37.9pp |
| Annual return | 14.41% | 324.22%-309.8pp | 256.99%-242.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,884 | $7,193-32.1% | $6,816-28.3% | $6,531-25.2% |
| Admin fee / account holder | $115 | $12,964-99.1% | $11,396-99.0% | $14,480-99.2% |