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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 | $27,638 | $176,688-84.4% | $130,660-78.8% | $152,897-81.9% |
| Participation rate | 28.6% | 79.0%-50.4pp | 71.7%-43.2pp | 82.5%-53.9pp |
| Annual return | 21.11% | 2693.08%-2672.0pp | 1709.29%-1688.2pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $877 | $4,362-79.9% | $3,603-75.7% | $5,851-85.0% |
| Admin fee / account holder | $97 | $7,131-98.6% | $5,463-98.2% | $11,599-99.2% |