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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 | $39,707 | $159,934-75.2% | $147,005-73.0% | $145,959-72.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 14.97% | 98.24%-83.3pp | 418.76%-403.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,282 | $8,427-25.5% | $8,070-22.2% | $6,689-6.1% |
| Admin fee / account holder | $151 | $15,053-99.0% | $13,006-98.8% | $13,398-98.9% |