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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 | $11,264 | $156,963-92.8% | $121,204-90.7% | $139,466-91.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 17.49% | 1476.75%-1459.3pp | 987.18%-969.7pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,289 | $5,544-76.8% | $4,170-69.1% | $4,754-72.9% |
| Participant deferral / active EE | $3,580 | $4,848-26.2% | $4,083-12.3% | $6,712-46.7% |
| Admin fee / account holder | $49 | $6,953-99.3% | $5,651-99.1% | $11,409-99.6% |