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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 | $1,503 | $81,668-98.2% | $58,507-97.4% | $139,487-98.9% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 81.52% | 7430.07%-7348.5pp | 4252.32%-4170.8pp | 373.84%-292.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $472 | $2,554-81.5% | $1,922-75.4% | $6,713-93.0% |
| Admin fee / account holder | $1 | $3,212-100.0% | $2,486-99.9% | $11,407-100.0% |