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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 | $69,249 | $202,345-65.8% | $172,755-59.9% | $152,885-54.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 54.84% | 1029.77%-974.9pp | 802.94%-748.1pp | 345.39%-290.5pp |
| Employer contribution / active EE | $12,500 | $5,858+113.4% | $5,144+143.0% | $4,763+162.4% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |