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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 | $41,122 | $124,175-66.9% | $108,405-62.1% | $167,536-75.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 17.09% | 1380.13%-1363.0pp | 905.55%-888.5pp | 478.82%-461.7pp |
| Employer contribution / active EE | $7,700 | $4,188+83.9% | $3,559+116.4% | $4,839+59.1% |
| Participant deferral / active EE | $10,500 | $6,908+52.0% | $6,563+60.0% | $6,342+65.6% |
| Admin fee / account holder | $218 | $9,457-97.7% | $7,297-97.0% | $12,315-98.2% |