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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 | $50,581 | $180,466-72.0% | $154,114-67.2% | $135,382-62.6% |
| Participation rate | 13.3% | 87.4%-74.1pp | 83.0%-69.7pp | 82.6%-69.3pp |
| Annual return | 0.38% | 888.15%-887.8pp | 735.16%-734.8pp | 519.77%-519.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |