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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 | $165,584-51.7% | $142,942-44.0% | $137,256-41.7% |
| Participation rate | 42.9% | 80.1%-37.2pp | 76.8%-34.0pp | 80.0%-37.1pp |
| Annual return | 14.41% | 164.22%-149.8pp | 113.70%-99.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,884 | $8,194-40.4% | $7,128-31.5% | $6,407-23.8% |
| Admin fee / account holder | $115 | $16,167-99.3% | $12,475-99.1% | $12,270-99.1% |