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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 | $11,243 | $76,785-85.4% | $56,441-80.1% | $145,959-92.3% |
| Participation rate | 30.8% | 63.2%-32.5pp | 52.5%-21.7pp | 80.3%-49.5pp |
| Annual return | 10.47% | 3000.51%-2990.0pp | 1704.21%-1693.7pp | 561.95%-551.5pp |
| Employer contribution / active EE | $538 | $1,381-61.0% | $1,039-48.2% | $4,661-88.4% |
| Participant deferral / active EE | $832 | $2,624-68.3% | $1,953-57.4% | $6,689-87.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |