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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 | $149,754 | $185,883-19.4% | $170,043-11.9% | $139,466+7.4% |
| Participation rate | 45.5% | 87.8%-42.3pp | 87.0%-41.5pp | 80.3%-34.9pp |
| Annual return | 14.51% | 60.54%-46.0pp | 53.40%-38.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,068 | $11,626-47.8% | $10,410-41.7% | $6,712-9.6% |
| Admin fee / account holder | $36 | $15,393-99.8% | $12,824-99.7% | $11,409-99.7% |