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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 | $36,066 | $138,114-73.9% | $125,391-71.2% | $134,545-73.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 58.71% | 750.88%-692.2pp | 572.41%-513.7pp | 418.37%-359.7pp |
| Employer contribution / active EE | $1,301 | $5,246-75.2% | $4,816-73.0% | $4,742-72.6% |
| Participant deferral / active EE | $3,309 | $7,801-57.6% | $7,448-55.6% | $6,401-48.3% |
| Admin fee / account holder | $111 | $11,570-99.0% | $10,009-98.9% | $11,431-99.0% |