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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 | $10,059 | $88,702-88.7% | $81,780-87.7% | $145,978-93.1% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 73.46% | 1029.12%-955.7pp | 776.27%-702.8pp | 550.52%-477.1pp |
| Employer contribution / active EE | $1,362 | $3,084-55.8% | $2,914-53.3% | $4,662-70.8% |
| Participant deferral / active EE | $2,782 | $4,645-40.1% | $4,321-35.6% | $6,690-58.4% |
| Admin fee / account holder | $11 | $8,414-99.9% | $7,384-99.8% | $13,400-99.9% |