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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 | $28,351 | $150,446-81.2% | $136,297-79.2% | $147,585-80.8% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 17.32% | 1049.14%-1031.8pp | 5156.19%-5138.9pp | 578.58%-561.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,788 | $6,631-27.8% | $6,247-23.4% | $5,439-12.0% |
| Admin fee / account holder | $259 | $10,906-97.6% | $9,244-97.2% | $10,886-97.6% |