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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 | $7,388 | $96,361-92.3% | $80,607-90.8% | $139,456-94.7% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 58.62% | 1350.95%-1292.3pp | 936.11%-877.5pp | 373.45%-314.8pp |
| Employer contribution / active EE | $2,403 | $3,262-26.3% | $2,724-11.8% | $4,753-49.4% |
| Participant deferral / active EE | $5,492 | $5,232+5.0% | $4,448+23.5% | $6,711-18.2% |
| Admin fee / account holder | $24 | $6,601-99.6% | $5,379-99.6% | $11,407-99.8% |