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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 | $48,825 | $109,327-55.3% | $89,391-45.4% | $158,931-69.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 9.93% | 345.68%-335.7pp | 245.62%-235.7pp | 302.86%-292.9pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,247-100.0% |