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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 | $32,085 | $100,938-68.2% | $90,461-64.5% | $158,982-79.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 38.04% | 1727.20%-1689.2pp | 1294.76%-1256.7pp | 302.99%-265.0pp |
| Employer contribution / active EE | $1,751 | $3,691-52.6% | $3,264-46.4% | $4,763-63.2% |
| Participant deferral / active EE | $6,797 | $4,350+56.3% | $3,964+71.4% | $5,983+13.6% |
| Admin fee / account holder | $222 | $6,510-96.6% | $5,617-96.0% | $11,252-98.0% |