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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 | $116,449 | $90,691+28.4% | $76,119+53.0% | $145,884-20.2% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 13.98% | 624.52%-610.5pp | 361.25%-347.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $800 | $3,329-76.0% | $2,693-70.3% | $4,662-82.8% |
| Participant deferral / active EE | $2,333 | $5,167-54.8% | $4,259-45.2% | $6,690-65.1% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |