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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 | $27,138 | $99,031-72.6% | $86,597-68.7% | $147,585-81.6% |
| Participation rate | 61.1% | 76.3%-15.2pp | 73.5%-12.4pp | 82.8%-21.7pp |
| Annual return | 20.18% | 1312.56%-1292.4pp | 964.96%-944.8pp | 578.57%-558.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,359 | $3,972-15.4% | $3,609-6.9% | $5,439-38.2% |
| Admin fee / account holder | $191 | $5,711-96.7% | $4,906-96.1% | $10,885-98.2% |