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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 | $96,551 | $171,492-43.7% | $150,734-35.9% | $198,609-51.4% |
| Participation rate | 38.5% | 81.4%-43.0pp | 78.4%-40.0pp | 82.4%-43.9pp |
| Annual return | 5.42% | 804.70%-799.3pp | 600.81%-595.4pp | 202.70%-197.3pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $295 | $17,628-98.3% | $14,905-98.0% | $19,030-98.5% |