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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 | $90,686 | $167,030-45.7% | $135,768-33.2% | $155,188-41.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 14.66% | 678.39%-663.7pp | 526.10%-511.4pp | 148.84%-134.2pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $405 | $4,528-91.1% | $3,977-89.8% | $6,531-93.8% |
| Admin fee / account holder | $15 | $8,172-99.8% | $7,048-99.8% | $14,480-99.9% |