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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 | $35,001 | $90,489-61.3% | $76,051-54.0% | $145,978-76.0% |
| Participation rate | 21.1% | 74.5%-53.4pp | 69.1%-48.0pp | 80.3%-59.2pp |
| Annual return | 12.45% | 622.78%-610.3pp | 360.42%-348.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,690-100.0% |
| Admin fee / account holder | $237 | $8,374-97.2% | $6,416-96.3% | $13,400-98.2% |