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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 | $58,832 | $72,465-18.8% | $67,575-12.9% | $145,884-59.7% |
| Participation rate | 54.5% | 76.9%-22.3pp | 72.9%-18.4pp | 80.3%-25.8pp |
| Annual return | 40.60% | 7222.56%-7182.0pp | 3528.98%-3488.4pp | 551.85%-511.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,612 | $4,786-45.4% | $4,003-34.8% | $6,690-61.0% |
| Admin fee / account holder | $286 | $5,515-94.8% | $3,993-92.8% | $13,392-97.9% |