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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 | $64,147 | $72,465-11.5% | $67,575-5.1% | $145,884-56.0% |
| Participation rate | 16.7% | 76.9%-60.2pp | 72.9%-56.2pp | 80.3%-63.6pp |
| Annual return | 24.52% | 7222.56%-7198.0pp | 3528.98%-3504.5pp | 551.85%-527.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,925 | $4,786-59.8% | $4,003-51.9% | $6,690-71.2% |
| Admin fee / account holder | $289 | $5,515-94.8% | $3,993-92.8% | $13,392-97.8% |