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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 | $88,702-38.3% | $81,780-33.1% | $145,978-62.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 42.73% | 1029.12%-986.4pp | 776.27%-733.5pp | 550.52%-507.8pp |
| Employer contribution / active EE | $6,261 | $3,084+103.0% | $2,914+114.9% | $4,662+34.3% |
| Participant deferral / active EE | $8,523 | $4,645+83.5% | $4,321+97.3% | $6,690+27.4% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |