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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 | $39,942 | $102,547-61.0% | $78,210-48.9% | $147,585-72.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 279.11% | 51.08%+228.0pp | 40.90%+238.2pp | 578.57%-299.5pp |
| Employer contribution / active EE | $4,013 | $2,617+53.3% | $2,034+97.3% | $4,876-17.7% |
| Participant deferral / active EE | $7,667 | $3,481+120.2% | $2,823+171.6% | $5,439+41.0% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |