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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 | $33,012 | $116,360-71.6% | $65,566-49.7% | $139,466-76.3% |
| Participation rate | 50.0% | 67.8%-17.8pp | 64.9%-14.9pp | 80.3%-30.3pp |
| Annual return | 4720.00% | 31.23%+4688.8pp | 47.40%+4672.6pp | 373.66%+4346.3pp |
| Employer contribution / active EE | $1,765 | $2,600-32.1% | $1,692+4.3% | $4,754-62.9% |
| Participant deferral / active EE | $14,500 | $4,242+241.8% | $2,832+412.0% | $6,712+116.0% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |