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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 | $39,801 | $202,345-80.3% | $172,755-77.0% | $152,885-74.0% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 28.09% | 1029.77%-1001.7pp | 802.94%-774.8pp | 345.39%-317.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,567 | $5,948-40.0% | $5,198-31.4% | $5,851-39.0% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,598-99.8% |