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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 | $34,571 | $202,342-82.9% | $172,753-80.0% | $152,909-77.4% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 15.59% | 1029.88%-1014.3pp | 803.00%-787.4pp | 345.46%-329.9pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,453 | $5,948-25.1% | $5,198-14.3% | $5,851-23.9% |
| Admin fee / account holder | $145 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |