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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 | $47,222 | $175,231-73.1% | $149,696-68.5% | $139,466-66.1% |
| Participation rate | 43.8% | 83.4%-39.6pp | 78.8%-35.0pp | 80.3%-36.6pp |
| Annual return | 16.36% | 166.77%-150.4pp | 134.46%-118.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,760 | $6,521-42.3% | $5,682-33.8% | $6,712-44.0% |
| Admin fee / account holder | $57 | $16,155-99.6% | $13,212-99.6% | $11,409-99.5% |