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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 | $20,970 | $100,938-79.2% | $90,461-76.8% | $158,982-86.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 45.58% | 1727.20%-1681.6pp | 1294.76%-1249.2pp | 302.99%-257.4pp |
| Employer contribution / active EE | $3,347 | $3,691-9.3% | $3,264+2.5% | $4,763-29.7% |
| Participant deferral / active EE | $8,188 | $4,350+88.2% | $3,964+106.5% | $5,983+36.8% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |