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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 | $45,584 | $108,685-58.1% | $74,719-39.0% | $152,885-70.2% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 35.84% | 114.09%-78.2pp | 753.05%-717.2pp | 345.39%-309.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |