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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 | $30,939 | $112,935-72.6% | $90,970-66.0% | $158,966-80.5% |
| Participation rate | 27.3% | 74.7%-47.5pp | 69.0%-41.7pp | 82.0%-54.7pp |
| Annual return | 97.48% | 215.79%-118.3pp | 134.58%-37.1pp | 302.95%-205.5pp |
| Employer contribution / active EE | $497 | $2,895-82.8% | $2,122-76.6% | $4,762-89.6% |
| Participant deferral / active EE | $2,566 | $4,129-37.9% | $3,373-23.9% | $5,983-57.1% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |