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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 | $38,794 | $102,595-62.2% | $94,057-58.8% | $154,746-74.9% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 17.64% | 583.42%-565.8pp | 480.62%-463.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,034 | $5,118-1.6% | $4,709+6.9% | $6,730-25.2% |
| Admin fee / account holder | $148 | $7,736-98.1% | $7,244-98.0% | $14,365-99.0% |