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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 | $57,953 | $209,422-72.3% | $178,503-67.5% | $158,982-63.5% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 46.26% | 188.81%-142.5pp | 151.12%-104.9pp | 302.99%-256.7pp |
| Employer contribution / active EE | $3,071 | $5,707-46.2% | $5,011-38.7% | $4,763-35.5% |
| Participant deferral / active EE | $8,836 | $5,955+48.4% | $5,202+69.8% | $5,983+47.7% |
| Admin fee / account holder | $67 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |