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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 | $27,493 | $156,963-82.5% | $121,204-77.3% | $139,466-80.3% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 29.00% | 1476.75%-1447.7pp | 987.18%-958.2pp | 373.66%-344.7pp |
| Employer contribution / active EE | $9,077 | $5,544+63.7% | $4,170+117.7% | $4,754+90.9% |
| Participant deferral / active EE | $5,095 | $4,848+5.1% | $4,083+24.8% | $6,712-24.1% |
| Admin fee / account holder | $19 | $6,953-99.7% | $5,651-99.7% | $11,409-99.8% |