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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 | $87,260 | $157,296-44.5% | $141,191-38.2% | $152,897-42.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 19.35% | 64.34%-45.0pp | 71.41%-52.1pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,170 | $7,111-41.4% | $6,710-37.9% | $5,851-28.7% |
| Admin fee / account holder | $237 | $12,125-98.0% | $10,264-97.7% | $11,599-98.0% |