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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 | $14,697 | $156,963-90.6% | $121,204-87.9% | $139,466-89.5% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 25.14% | 1476.75%-1451.6pp | 987.18%-962.0pp | 373.66%-348.5pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,330 | $4,848-31.3% | $4,083-18.4% | $6,712-50.4% |
| Admin fee / account holder | $277 | $6,953-96.0% | $5,651-95.1% | $11,409-97.6% |