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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 | $41,112 | $124,175-66.9% | $108,405-62.1% | $167,536-75.5% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 20.83% | 1380.13%-1359.3pp | 905.55%-884.7pp | 478.82%-458.0pp |
| Employer contribution / active EE | $3,153 | $4,188-24.7% | $3,559-11.4% | $4,839-34.8% |
| Participant deferral / active EE | $8,576 | $6,908+24.1% | $6,563+30.7% | $6,342+35.2% |
| Admin fee / account holder | $24 | $9,457-99.7% | $7,297-99.7% | $12,315-99.8% |