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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 | $44,461 | $88,710-49.9% | $81,783-45.6% | $145,959-69.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.60% | 1027.26%-1011.7pp | 775.05%-759.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,851 | $4,645+4.4% | $4,320+12.3% | $6,689-27.5% |
| Admin fee / account holder | $55 | $8,407-99.4% | $7,380-99.3% | $13,398-99.6% |