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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 | $156,897-80.1% | $121,147-74.3% | $139,427-77.6% |
| Participation rate | 52.6% | 76.4%-23.8pp | 69.5%-16.9pp | 80.3%-27.7pp |
| Annual return | 18.45% | 1475.10%-1456.7pp | 986.30%-967.9pp | 373.27%-354.8pp |
| Employer contribution / active EE | $0 | $5,539-100.0% | $4,166-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,924 | $4,846-60.3% | $4,081-52.9% | $6,711-71.3% |
| Admin fee / account holder | $23 | $6,948-99.7% | $5,646-99.6% | $11,404-99.8% |