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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 | $14,755 | $156,963-90.6% | $121,204-87.8% | $139,466-89.4% |
| Participation rate | 45.5% | 76.5%-31.0pp | 69.5%-24.1pp | 80.3%-34.9pp |
| Annual return | 74.94% | 1476.75%-1401.8pp | 987.18%-912.2pp | 373.66%-298.7pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,211 | $4,848+28.1% | $4,083+52.1% | $6,712-7.5% |
| Admin fee / account holder | $155 | $6,953-97.8% | $5,651-97.3% | $11,409-98.6% |