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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 | $29,940 | $142,354-79.0% | $125,529-76.1% | $155,188-80.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 74.7%-12.2pp | 80.8%-18.3pp |
| Annual return | 20.47% | 306.06%-285.6pp | 202.56%-182.1pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,117 | $5,491-61.5% | $4,813-56.0% | $6,531-67.6% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |