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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 | $172,758-53.7% | $149,600-46.5% | $138,895-42.4% |
| Participation rate | 42.9% | 80.2%-37.3pp | 77.2%-34.3pp | 79.9%-37.1pp |
| Annual return | 14.41% | 181.17%-166.8pp | 129.59%-115.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,884 | $8,180-40.3% | $7,203-32.2% | $6,396-23.6% |
| Admin fee / account holder | $115 | $17,615-99.3% | $13,963-99.2% | $12,562-99.1% |