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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 | $34,820 | $108,701-68.0% | $74,723-53.4% | $152,909-77.2% |
| Participation rate | 66.7% | 65.4%+1.3pp | 54.5%+12.2pp | 82.5%-15.8pp |
| Annual return | 51.19% | 114.12%-62.9pp | 753.18%-702.0pp | 345.46%-294.3pp |
| Employer contribution / active EE | $7,641 | $1,504+408.0% | $1,084+604.8% | $4,764+60.4% |
| Participant deferral / active EE | $6,925 | $2,709+155.7% | $1,962+253.0% | $5,851+18.3% |
| Admin fee / account holder | $78 | $4,906-98.4% | $3,335-97.7% | $11,601-99.3% |