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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 | $32,959 | $92,684-64.4% | $82,706-60.1% | $134,509-75.5% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | 61.20% | 945.84%-884.6pp | 701.76%-640.6pp | 418.13%-356.9pp |
| Employer contribution / active EE | $2,518 | $3,272-23.0% | $3,007-16.3% | $4,741-46.9% |
| Participant deferral / active EE | $6,118 | $4,800+27.5% | $4,394+39.2% | $6,400-4.4% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |