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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 | $35,875 | $129,737-72.3% | $119,126-69.9% | $154,746-76.8% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 21.87% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.5pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,657 | $5,842-20.3% | $5,318-12.4% | $6,730-30.8% |
| Admin fee / account holder | $35 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |