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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 | $15,522 | $202,463-92.3% | $169,397-90.8% | $139,487-88.9% |
| Participation rate | 55.6% | 81.1%-25.6pp | 77.2%-21.6pp | 80.3%-24.8pp |
| Annual return | 51.22% | 532.64%-481.4pp | 406.23%-355.0pp | 373.84%-322.6pp |
| Employer contribution / active EE | $3,478 | $4,694-25.9% | $4,013-13.3% | $4,755-26.8% |
| Participant deferral / active EE | $5,382 | $6,941-22.5% | $6,223-13.5% | $6,713-19.8% |
| Admin fee / account holder | $19 | $10,726-99.8% | $9,017-99.8% | $11,407-99.8% |