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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 | $5,207 | $81,749-93.6% | $58,544-91.1% | $139,456-96.3% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 68.28% | 7425.45%-7357.2pp | 4249.56%-4181.3pp | 373.45%-305.2pp |
| Employer contribution / active EE | $213 | $1,398-84.8% | $1,053-79.8% | $4,753-95.5% |
| Participant deferral / active EE | $1,037 | $2,555-59.4% | $1,923-46.1% | $6,711-84.5% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |