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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 | $46,467 | $160,070-71.0% | $147,117-68.4% | $145,897-68.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 15.33% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,971 | $8,419-17.2% | $8,065-13.6% | $6,689+4.2% |
| Admin fee / account holder | $157 | $15,035-99.0% | $12,993-98.8% | $13,390-98.8% |