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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 | $30,488 | $160,059-81.0% | $140,019-78.2% | $135,380-77.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 23.33% | 911.48%-888.2pp | 651.17%-627.8pp | 519.81%-496.5pp |
| Employer contribution / active EE | $2,299 | $6,420-64.2% | $5,605-59.0% | $4,779-51.9% |
| Participant deferral / active EE | $8,553 | $7,641+11.9% | $6,927+23.5% | $5,609+52.5% |
| Admin fee / account holder | $4 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |