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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 | $3,054 | $81,749-96.3% | $58,544-94.8% | $139,456-97.8% |
| Participation rate | 27.3% | 61.3%-34.1pp | 50.9%-23.6pp | 80.3%-53.1pp |
| Annual return | 39.35% | 7425.45%-7386.1pp | 4249.56%-4210.2pp | 373.45%-334.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $509 | $2,555-80.1% | $1,923-73.5% | $6,711-92.4% |
| Admin fee / account holder | $7 | $3,272-99.8% | $2,520-99.7% | $11,407-99.9% |