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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 | $60,821 | $104,106-41.6% | $71,086-14.4% | $135,379-55.1% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.7%-14.7pp | 82.6%-42.6pp |
| Annual return | 53.37% | 1256.30%-1202.9pp | 650.59%-597.2pp | 519.79%-466.4pp |
| Employer contribution / active EE | $452 | $1,485-69.6% | $1,088-58.5% | $4,779-90.5% |
| Participant deferral / active EE | $1,085 | $2,527-57.1% | $1,874-42.1% | $5,609-80.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |