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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 | $13,560 | $108,685-87.5% | $74,719-81.9% | $152,885-91.1% |
| Participation rate | 66.7% | 65.3%+1.3pp | 54.5%+12.2pp | 82.5%-15.8pp |
| Annual return | 31.34% | 114.09%-82.8pp | 753.05%-721.7pp | 345.39%-314.0pp |
| Employer contribution / active EE | $1,736 | $1,504+15.4% | $1,084+60.2% | $4,763-63.5% |
| Participant deferral / active EE | $2,330 | $2,712-14.1% | $1,963+18.7% | $5,851-60.2% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |