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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 | $19,143 | $202,463-90.5% | $169,397-88.7% | $139,487-86.3% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 57.83% | 532.64%-474.8pp | 406.23%-348.4pp | 373.84%-316.0pp |
| Employer contribution / active EE | $2,429 | $4,694-48.3% | $4,013-39.5% | $4,755-48.9% |
| Participant deferral / active EE | $3,020 | $6,941-56.5% | $6,223-51.5% | $6,713-55.0% |
| Admin fee / account holder | $17 | $10,726-99.8% | $9,017-99.8% | $11,407-99.8% |