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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 | $20,429 | $175,259-88.3% | $149,723-86.4% | $139,487-85.4% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 42.94% | 166.82%-123.9pp | 134.50%-91.6pp | 373.84%-330.9pp |
| Employer contribution / active EE | $2,308 | $5,478-57.9% | $4,821-52.1% | $4,755-51.5% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $132 | $16,158-99.2% | $13,215-99.0% | $11,407-98.8% |