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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 | $13,775 | $76,608-82.0% | $56,077-75.4% | $145,877-90.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 12.64% | 3009.59%-2996.9pp | 1709.28%-1696.6pp | 551.28%-538.6pp |
| Employer contribution / active EE | $447 | $1,382-67.6% | $1,040-57.0% | $4,663-90.4% |
| Participant deferral / active EE | $1,528 | $2,624-41.8% | $1,954-21.8% | $6,691-77.2% |
| Admin fee / account holder | $150 | $3,325-95.5% | $2,825-94.7% | $13,402-98.9% |