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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 | $88,815-23.0% | $81,882-16.5% | $145,897-53.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 49.29% | 1033.75%-984.5pp | 779.47%-730.2pp | 552.29%-503.0pp |
| Employer contribution / active EE | $1,512 | $3,086-51.0% | $2,916-48.1% | $4,663-67.6% |
| Participant deferral / active EE | $19,905 | $4,647+328.3% | $4,323+360.4% | $6,689+197.6% |
| Admin fee / account holder | $32 | $8,434-99.6% | $7,360-99.6% | $13,390-99.8% |