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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 | $107,500 | $108,695-1.1% | $74,722+43.9% | $152,897-29.7% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 11.11% | 114.11%-103.0pp | 753.11%-742.0pp | 345.43%-334.3pp |
| Employer contribution / active EE | $3,750 | $1,504+149.3% | $1,084+245.9% | $4,764-21.3% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |