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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 | $33,310 | $112,933-70.5% | $90,970-63.4% | $158,982-79.0% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 59.22% | 215.82%-156.6pp | 134.60%-75.4pp | 302.99%-243.8pp |
| Employer contribution / active EE | $4,824 | $2,893+66.7% | $2,122+127.4% | $4,763+1.3% |
| Participant deferral / active EE | $5,856 | $4,128+41.9% | $3,373+73.6% | $5,983-2.1% |
| Admin fee / account holder | $20 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |