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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 | $54,122 | $209,847-74.2% | $189,520-71.4% | $167,518-67.7% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 28.38% | 748.45%-720.1pp | 555.25%-526.9pp | 478.71%-450.3pp |
| Employer contribution / active EE | $17,500 | $6,913+153.1% | $6,161+184.0% | $4,838+261.7% |
| Participant deferral / active EE | $13,963 | $8,934+56.3% | $8,220+69.9% | $6,342+120.2% |
| Admin fee / account holder | $36 | $14,295-99.7% | $12,046-99.7% | $12,312-99.7% |