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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 | $30,958 | $81,763-62.1% | $58,561-47.1% | $139,466-77.8% |
| Participation rate | 26.7% | 61.3%-34.7pp | 50.9%-24.2pp | 80.3%-53.7pp |
| Annual return | 14.98% | 7427.77%-7412.8pp | 4251.33%-4236.3pp | 373.66%-358.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $490 | $2,555-80.8% | $1,923-74.5% | $6,712-92.7% |
| Admin fee / account holder | $34 | $3,273-98.9% | $2,520-98.6% | $11,409-99.7% |