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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 | $54,863 | $202,342-72.9% | $172,752-68.2% | $152,897-64.1% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 35.81% | 1029.83%-994.0pp | 802.97%-767.2pp | 345.43%-309.6pp |
| Employer contribution / active EE | $2,662 | $5,858-54.6% | $5,144-48.3% | $4,764-44.1% |
| Participant deferral / active EE | $4,672 | $5,948-21.5% | $5,198-10.1% | $5,851-20.1% |
| Admin fee / account holder | $211 | $17,111-98.8% | $13,955-98.5% | $11,599-98.2% |