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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 | $41,181 | $109,372-62.3% | $89,414-53.9% | $158,966-74.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 41.55% | 345.55%-304.0pp | 245.50%-204.0pp | 302.95%-261.4pp |
| Employer contribution / active EE | $2,669 | $3,171-15.8% | $2,586+3.2% | $4,762-44.0% |
| Participant deferral / active EE | $8,047 | $4,598+75.0% | $3,890+106.9% | $5,983+34.5% |
| Admin fee / account holder | $17 | $6,156-99.7% | $4,883-99.7% | $11,250-99.9% |