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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 | $34,567 | $106,003-67.4% | $92,236-62.5% | $147,585-76.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 24.74% | 50.05%-25.3pp | 176.29%-151.5pp | 578.57%-553.8pp |
| Employer contribution / active EE | $3,919 | $4,333-9.5% | $3,679+6.5% | $4,876-19.6% |
| Participant deferral / active EE | $6,627 | $4,478+48.0% | $3,897+70.1% | $5,439+21.8% |
| Admin fee / account holder | $7 | $6,333-99.9% | $5,194-99.9% | $10,885-99.9% |