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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 | $63,430 | $92,743-31.6% | $82,744-23.3% | $134,532-52.9% |
| Participation rate | 9.1% | 75.2%-66.1pp | 72.6%-63.5pp | 81.2%-72.1pp |
| Annual return | 94.24% | 946.63%-852.4pp | 702.22%-608.0pp | 418.27%-324.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |