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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 | $31,739 | $102,663-69.1% | $86,216-63.2% | $139,466-77.2% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 19.57% | 1924.52%-1904.9pp | 1169.42%-1149.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,496 | $4,677-68.0% | $3,986-62.5% | $6,712-77.7% |
| Admin fee / account holder | $59 | $8,663-99.3% | $6,853-99.1% | $11,409-99.5% |