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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 | $68,377 | $88,754-23.0% | $81,820-16.4% | $145,877-53.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 49.29% | 1031.77%-982.5pp | 777.93%-728.6pp | 551.28%-502.0pp |
| Employer contribution / active EE | $1,512 | $3,085-51.0% | $2,915-48.1% | $4,663-67.6% |
| Participant deferral / active EE | $19,905 | $4,648+328.3% | $4,323+360.5% | $6,691+197.5% |
| Admin fee / account holder | $32 | $8,424-99.6% | $7,391-99.6% | $13,402-99.8% |