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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 | $68,350 | $171,492-60.1% | $150,734-54.7% | $198,609-65.6% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 7.04% | 804.70%-797.7pp | 600.81%-593.8pp | 202.70%-195.7pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,864 | $6,259-22.3% | $5,610-13.3% | $6,977-30.3% |
| Admin fee / account holder | $82 | $17,628-99.5% | $14,905-99.4% | $19,030-99.6% |