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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 | $27,365 | $176,120-84.5% | $159,487-82.8% | $167,553-83.7% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 16.13% | 331.95%-315.8pp | 263.71%-247.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $79 | $12,561-99.4% | $10,804-99.3% | $12,316-99.4% |