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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 | $23,122 | $72,446-68.1% | $67,561-65.8% | $145,877-84.1% |
| Participation rate | 11.1% | 76.9%-65.8pp | 72.9%-61.8pp | 80.3%-69.2pp |
| Annual return | 34.58% | 7211.98%-7177.4pp | 3525.44%-3490.9pp | 551.28%-516.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,551 | $4,785-67.6% | $4,003-61.3% | $6,691-76.8% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |