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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 | $23,429 | $102,696-77.2% | $86,235-72.8% | $139,487-83.2% |
| Participation rate | 15.8% | 74.5%-58.7pp | 69.0%-53.2pp | 80.3%-64.5pp |
| Annual return | 62.69% | 1925.91%-1863.2pp | 1170.03%-1107.3pp | 373.84%-311.2pp |
| Employer contribution / active EE | $787 | $3,034-74.1% | $2,381-67.0% | $4,755-83.5% |
| Participant deferral / active EE | $1,616 | $4,679-65.5% | $3,987-59.5% | $6,713-75.9% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |