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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 | $19,535 | $108,701-82.0% | $74,723-73.9% | $152,909-87.2% |
| Participation rate | 18.2% | 65.4%-47.2pp | 54.5%-36.3pp | 82.5%-64.3pp |
| Annual return | 19.37% | 114.12%-94.8pp | 753.18%-733.8pp | 345.46%-326.1pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |