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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 | $79,636 | $226,105-64.8% | $182,540-56.4% | $152,897-47.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 21.93% | 192.58%-170.6pp | 148.58%-126.6pp | 345.43%-323.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,967 | $6,370-22.0% | $5,525-10.1% | $5,851-15.1% |
| Admin fee / account holder | $171 | $10,706-98.4% | $8,593-98.0% | $11,599-98.5% |