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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 | $28,630 | $202,430-85.9% | $169,369-83.1% | $139,427-79.5% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 130.69% | 531.86%-401.2pp | 405.70%-275.0pp | 373.27%-242.6pp |
| Employer contribution / active EE | $2,251 | $4,690-52.0% | $4,011-43.9% | $4,752-52.6% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $220 | $10,716-98.0% | $9,009-97.6% | $11,404-98.1% |