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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 | $12,487 | $100,911-87.6% | $90,440-86.2% | $158,966-92.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 47.49% | 1726.62%-1679.1pp | 1294.38%-1246.9pp | 302.95%-255.5pp |
| Employer contribution / active EE | $2,340 | $3,690-36.6% | $3,263-28.3% | $4,762-50.9% |
| Participant deferral / active EE | $2,340 | $4,348-46.2% | $3,964-41.0% | $5,983-60.9% |
| Admin fee / account holder | $165 | $6,507-97.5% | $5,615-97.1% | $11,250-98.5% |