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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 | $68,392 | $175,259-61.0% | $149,723-54.3% | $139,487-51.0% |
| Participation rate | 19.0% | 83.4%-64.3pp | 78.8%-59.7pp | 80.3%-61.3pp |
| Annual return | 19.54% | 166.82%-147.3pp | 134.50%-115.0pp | 373.84%-354.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,149 | $6,522-36.4% | $5,682-27.0% | $6,713-38.2% |
| Admin fee / account holder | $96 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |