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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 | $105,229 | $209,422-49.8% | $178,503-41.0% | $158,982-33.8% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 22.83% | 188.81%-166.0pp | 151.12%-128.3pp | 302.99%-280.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,938 | $5,955-33.9% | $5,202-24.3% | $5,983-34.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |