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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 | $46,313 | $185,225-75.0% | $142,898-67.6% | $167,536-72.4% |
| Participation rate | 25.0% | 78.5%-53.5pp | 72.0%-47.0pp | 82.1%-57.1pp |
| Annual return | 14.31% | 8558.12%-8543.8pp | 5639.64%-5625.3pp | 478.82%-464.5pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,863 | $4,496-14.1% | $3,838+0.6% | $6,342-39.1% |
| Admin fee / account holder | $90 | $8,032-98.9% | $6,560-98.6% | $12,315-99.3% |