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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 | $35,006 | $96,678-63.8% | $86,640-59.6% | $139,466-74.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 36.67% | 106.69%-70.0pp | 592.52%-555.9pp | 373.66%-337.0pp |
| Employer contribution / active EE | $3,880 | $3,265+18.8% | $3,024+28.3% | $4,754-18.4% |
| Participant deferral / active EE | $8,672 | $4,837+79.3% | $4,438+95.4% | $6,712+29.2% |
| Admin fee / account holder | $20 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |