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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 | $24,693 | $81,668-69.8% | $58,507-57.8% | $139,487-82.3% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 23.42% | 7430.07%-7406.7pp | 4252.32%-4228.9pp | 373.84%-350.4pp |
| Employer contribution / active EE | $2,554 | $1,398+82.7% | $1,053+142.5% | $4,755-46.3% |
| Participant deferral / active EE | $3,526 | $2,554+38.1% | $1,922+83.4% | $6,713-47.5% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |