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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 | $64,268 | $102,696-37.4% | $86,235-25.5% | $139,487-53.9% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.0%-27.8pp | 80.3%-39.2pp |
| Annual return | 29.78% | 1925.91%-1896.1pp | 1170.03%-1140.3pp | 373.84%-344.1pp |
| Employer contribution / active EE | $1,613 | $3,034-46.8% | $2,381-32.2% | $4,755-66.1% |
| Participant deferral / active EE | $6,774 | $4,679+44.8% | $3,987+69.9% | $6,713+0.9% |
| Admin fee / account holder | $18 | $8,667-99.8% | $6,856-99.7% | $11,407-99.8% |