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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 | $18,721 | $175,231-89.3% | $149,696-87.5% | $139,466-86.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 30.08% | 166.77%-136.7pp | 134.46%-104.4pp | 373.66%-343.6pp |
| Employer contribution / active EE | $1,260 | $5,478-77.0% | $4,821-73.9% | $4,754-73.5% |
| Participant deferral / active EE | $7,251 | $6,521+11.2% | $5,682+27.6% | $6,712+8.0% |
| Admin fee / account holder | $50 | $16,155-99.7% | $13,212-99.6% | $11,409-99.6% |