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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 | $41,403 | $108,285-61.8% | $77,552-46.6% | $158,982-74.0% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 49.86% | 31.69%+18.2pp | 54.82%-5.0pp | 302.99%-253.1pp |
| Employer contribution / active EE | $12,500 | $1,325+843.4% | $987+1166.9% | $4,763+162.4% |
| Participant deferral / active EE | $9,167 | $2,455+273.3% | $1,861+392.6% | $5,983+53.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |