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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 | $31,188 | $156,970-80.1% | $121,210-74.3% | $139,487-77.6% |
| Participation rate | 52.6% | 76.5%-23.8pp | 69.5%-16.9pp | 80.3%-27.7pp |
| Annual return | 18.45% | 1477.10%-1458.7pp | 987.41%-969.0pp | 373.84%-355.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,924 | $4,849-60.3% | $4,084-52.9% | $6,713-71.3% |
| Admin fee / account holder | $23 | $6,947-99.7% | $5,647-99.6% | $11,407-99.8% |