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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 | $9,030 | $81,763-89.0% | $58,561-84.6% | $139,466-93.5% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 61.63% | 7427.77%-7366.1pp | 4251.33%-4189.7pp | 373.66%-312.0pp |
| Employer contribution / active EE | $4,915 | $1,398+251.5% | $1,053+366.5% | $4,754+3.4% |
| Participant deferral / active EE | $10,573 | $2,555+313.8% | $1,923+449.8% | $6,712+57.5% |
| Admin fee / account holder | $219 | $3,273-93.3% | $2,520-91.3% | $11,409-98.1% |