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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 | $5,345 | $76,608-93.0% | $56,077-90.5% | $145,877-96.3% |
| Participation rate | 52.6% | 63.2%-10.6pp | 52.5%+0.1pp | 80.3%-27.7pp |
| Annual return | 10.59% | 3009.59%-2999.0pp | 1709.28%-1698.7pp | 551.28%-540.7pp |
| Employer contribution / active EE | $184 | $1,382-86.7% | $1,040-82.3% | $4,663-96.0% |
| Participant deferral / active EE | $950 | $2,624-63.8% | $1,954-51.4% | $6,691-85.8% |
| Admin fee / account holder | $132 | $3,325-96.0% | $2,825-95.3% | $13,402-99.0% |