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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 | $17,294 | $104,937-83.5% | $84,628-79.6% | $152,897-88.7% |
| Participation rate | 68.8% | 74.8%-6.1pp | 68.2%+0.5pp | 82.5%-13.7pp |
| Annual return | 30.01% | 373.88%-343.9pp | 258.80%-228.8pp | 345.43%-315.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,914 | $4,690+4.8% | $3,900+26.0% | $5,851-16.0% |
| Admin fee / account holder | $43 | $6,243-99.3% | $4,914-99.1% | $11,599-99.6% |