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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 | $67,783 | $160,059-57.7% | $140,019-51.6% | $135,379-49.9% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | 538.45% | 911.44%-373.0pp | 651.15%-112.7pp | 519.79%+18.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,030 | $7,641-60.3% | $6,927-56.3% | $5,609-46.0% |
| Admin fee / account holder | $169 | $13,328-98.7% | $10,705-98.4% | $10,828-98.4% |