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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 | $28,998 | $176,688-83.6% | $130,660-77.8% | $152,885-81.0% |
| Participation rate | 44.4% | 79.0%-34.5pp | 71.7%-27.3pp | 82.5%-38.0pp |
| Annual return | 13.61% | 2693.08%-2679.5pp | 1709.29%-1695.7pp | 345.39%-331.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,962 | $4,362+36.7% | $3,603+65.5% | $5,851+1.9% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |