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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 | $39,427 | $197,625-80.0% | $177,840-77.8% | $158,966-75.2% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.7%-19.0pp | 82.0%-13.2pp |
| Annual return | 23.96% | 58.76%-34.8pp | 48.32%-24.4pp | 302.95%-279.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,660 | $8,405-8.9% | $7,714-0.7% | $5,983+28.0% |
| Admin fee / account holder | $27 | $15,405-99.8% | $12,431-99.8% | $11,250-99.8% |