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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 | $26,975 | $68,097-60.4% | $62,929-57.1% | $137,256-80.3% |
| Participation rate | 14.3% | 77.4%-63.2pp | 73.1%-58.8pp | 80.0%-65.7pp |
| Annual return | 25.57% | 1859.11%-1833.5pp | 1063.93%-1038.4pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $863 | $4,553-81.1% | $3,888-77.8% | $6,407-86.5% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |