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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 | $67,588 | $112,121-39.7% | $95,960-29.6% | $158,966-57.5% |
| Participation rate | 25.0% | 79.0%-54.0pp | 77.1%-52.1pp | 82.0%-57.0pp |
| Annual return | 29.77% | 171.16%-141.4pp | 91.63%-61.9pp | 302.95%-273.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $138 | $10,135-98.6% | $6,797-98.0% | $11,250-98.8% |