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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 | $46,894 | $144,130-67.5% | $117,861-60.2% | $147,586-68.2% |
| Participation rate | 22.2% | 83.4%-61.2pp | 79.7%-57.4pp | 82.8%-60.6pp |
| Annual return | 14.34% | 531.20%-516.9pp | 335.11%-320.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |