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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 | $33,778 | $156,970-78.5% | $121,210-72.1% | $139,487-75.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 9.93% | 1477.10%-1467.2pp | 987.41%-977.5pp | 373.84%-363.9pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,250 | $4,849-33.0% | $4,084-20.4% | $6,713-51.6% |
| Admin fee / account holder | $244 | $6,947-96.5% | $5,647-95.7% | $11,407-97.9% |