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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 | $28,805 | $96,419-70.1% | $80,648-64.3% | $139,487-79.3% |
| Participation rate | 18.2% | 73.6%-55.5pp | 67.0%-48.8pp | 80.3%-62.2pp |
| Annual return | 132.91% | 1352.86%-1220.0pp | 937.21%-804.3pp | 373.84%-240.9pp |
| Employer contribution / active EE | $557 | $3,261-82.9% | $2,724-79.6% | $4,755-88.3% |
| Participant deferral / active EE | $1,897 | $5,225-63.7% | $4,443-57.3% | $6,713-71.7% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |