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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 | $54,715 | $88,754-38.4% | $81,820-33.1% | $145,877-62.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 42.73% | 1031.77%-989.0pp | 777.93%-735.2pp | 551.28%-508.6pp |
| Employer contribution / active EE | $6,261 | $3,085+102.9% | $2,915+114.8% | $4,663+34.3% |
| Participant deferral / active EE | $8,523 | $4,648+83.4% | $4,323+97.2% | $6,691+27.4% |
| Admin fee / account holder | $20 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |