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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 | $77,580 | $148,623-47.8% | $135,974-42.9% | $139,466-44.4% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 126.97% | 79.30%+47.7pp | 68.30%+58.7pp | 373.66%-246.7pp |
| Employer contribution / active EE | $20,480 | $5,246+290.4% | $4,859+321.5% | $4,754+330.8% |
| Participant deferral / active EE | $20,744 | $8,103+156.0% | $7,760+167.3% | $6,712+209.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |