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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 | $44,409 | $96,338-53.9% | $80,589-44.9% | $139,427-68.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 28.57% | 1350.43%-1321.9pp | 935.83%-907.3pp | 373.27%-344.7pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $2,724-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,234-100.0% | $4,449-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,600-100.0% | $5,379-100.0% | $11,404-100.0% |