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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 | $27,759 | $102,696-73.0% | $86,235-67.8% | $139,487-80.1% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 38.42% | 1925.91%-1887.5pp | 1170.03%-1131.6pp | 373.84%-335.4pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,840 | $4,679+3.4% | $3,987+21.4% | $6,713-27.9% |
| Admin fee / account holder | $42 | $8,667-99.5% | $6,856-99.4% | $11,407-99.6% |