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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 | $92,924 | $144,124-35.5% | $117,857-21.2% | $147,585-37.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 14.68% | 531.17%-516.5pp | 335.09%-320.4pp | 578.57%-563.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,017 | $5,316-62.1% | $4,482-55.0% | $5,439-62.9% |
| Admin fee / account holder | $16 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |