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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 | $75,983 | $154,754-50.9% | $124,206-38.8% | $138,895-45.3% |
| Participation rate | 12.5% | 75.5%-63.0pp | 69.6%-57.1pp | 79.9%-67.4pp |
| Annual return | 51.87% | 709.28%-657.4pp | 515.27%-463.4pp | 145.39%-93.5pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15 | $6,690-99.8% | $5,929-99.7% | $12,562-99.9% |