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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 | $16,676 | $103,038-83.8% | $90,324-81.5% | $152,909-89.1% |
| Participation rate | 68.2% | 75.9%-7.7pp | 73.3%-5.1pp | 82.5%-14.3pp |
| Annual return | 396.05% | 95.25%+300.8pp | 78.15%+317.9pp | 345.46%+50.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,683 | $4,282+9.4% | $3,885+20.5% | $5,851-20.0% |
| Admin fee / account holder | $34 | $6,177-99.4% | $5,356-99.4% | $11,601-99.7% |