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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 | $43,071 | $156,927-72.6% | $121,169-64.5% | $139,456-69.1% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 29.27% | 1475.85%-1446.6pp | 986.71%-957.4pp | 373.45%-344.2pp |
| Employer contribution / active EE | $2,680 | $5,542-51.6% | $4,168-35.7% | $4,753-43.6% |
| Participant deferral / active EE | $12,000 | $4,848+147.5% | $4,083+193.9% | $6,711+78.8% |
| Admin fee / account holder | $70 | $6,946-99.0% | $5,645-98.8% | $11,407-99.4% |