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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 | $51,310 | $73,421-30.1% | $66,439-22.8% | $155,188-66.9% |
| Participation rate | 41.2% | 79.7%-38.5pp | 74.5%-33.3pp | 80.8%-39.6pp |
| Annual return | 10.98% | 1382.37%-1371.4pp | 757.66%-746.7pp | 148.84%-137.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,682 | $4,680-21.3% | $3,876-5.0% | $6,531-43.6% |
| Admin fee / account holder | -$1,927 | $8,856-121.8% | $6,173-131.2% | $14,480-113.3% |