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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 | $33,305 | $84,713-60.7% | $75,717-56.0% | $167,518-80.1% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.8%-62.3pp | 82.1%-69.6pp |
| Annual return | 194.72% | 199.49%-4.8pp | 104.58%+90.1pp | 478.71%-284.0pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,065 | $4,578-54.9% | $3,821-46.0% | $6,342-67.4% |
| Admin fee / account holder | $89 | $5,357-98.3% | $3,619-97.6% | $12,312-99.3% |