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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 | $63,379 | $202,342-68.7% | $172,752-63.3% | $152,897-58.5% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 30.02% | 1029.83%-999.8pp | 802.97%-772.9pp | 345.43%-315.4pp |
| Employer contribution / active EE | $2,500 | $5,858-57.3% | $5,144-51.4% | $4,764-47.5% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,851-18.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |