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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 | $73,364 | $197,637-62.9% | $177,848-58.7% | $158,982-53.9% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 42.22% | 58.77%-16.5pp | 48.33%-6.1pp | 302.99%-260.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,453 | $8,405-23.2% | $7,714-16.3% | $5,983+7.8% |
| Admin fee / account holder | $18 | $15,406-99.9% | $12,431-99.9% | $11,252-99.8% |