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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 | $1,734 | $76,608-97.7% | $56,077-96.9% | $145,877-98.8% |
| Participation rate | 4.5% | 63.2%-58.7pp | 52.5%-48.0pp | 80.3%-75.8pp |
| Annual return | 9.61% | 3009.59%-3000.0pp | 1709.28%-1699.7pp | 551.28%-541.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |