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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 | $17,889 | $185,199-90.3% | $142,874-87.5% | $167,518-89.3% |
| Participation rate | 17.4% | 78.5%-61.1pp | 72.0%-54.6pp | 82.1%-64.7pp |
| Annual return | 30.61% | 8556.90%-8526.3pp | 5638.58%-5608.0pp | 478.71%-448.1pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $394 | $4,495-91.2% | $3,838-89.7% | $6,342-93.8% |
| Admin fee / account holder | $142 | $8,031-98.2% | $6,561-97.8% | $12,312-98.8% |