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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 | $41,375 | $100,911-59.0% | $90,440-54.3% | $158,966-74.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 16.57% | 1726.62%-1710.0pp | 1294.38%-1277.8pp | 302.95%-286.4pp |
| Employer contribution / active EE | $1,816 | $3,690-50.8% | $3,263-44.3% | $4,762-61.9% |
| Participant deferral / active EE | $4,980 | $4,348+14.5% | $3,964+25.6% | $5,983-16.8% |
| Admin fee / account holder | $97 | $6,507-98.5% | $5,615-98.3% | $11,250-99.1% |