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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 | $88,778-38.4% | $81,844-33.1% | $145,884-62.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 42.73% | 1033.03%-990.3pp | 778.87%-736.1pp | 551.85%-509.1pp |
| Employer contribution / active EE | $6,261 | $3,087+102.8% | $2,916+114.7% | $4,662+34.3% |
| Participant deferral / active EE | $8,523 | $4,648+83.4% | $4,323+97.1% | $6,690+27.4% |
| Admin fee / account holder | $20 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |