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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 | $29,735 | $112,933-73.7% | $90,970-67.3% | $158,982-81.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 47.79% | 215.82%-168.0pp | 134.60%-86.8pp | 302.99%-255.2pp |
| Employer contribution / active EE | $2,328 | $2,893-19.5% | $2,122+9.7% | $4,763-51.1% |
| Participant deferral / active EE | $7,185 | $4,128+74.1% | $3,373+113.0% | $5,983+20.1% |
| Admin fee / account holder | $20 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |