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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 | $5,377 | $76,785-93.0% | $56,441-90.5% | $145,959-96.3% |
| Participation rate | 61.1% | 63.2%-2.1pp | 52.5%+8.6pp | 80.3%-19.2pp |
| Annual return | 25.13% | 3000.51%-2975.4pp | 1704.21%-1679.1pp | 561.95%-536.8pp |
| Employer contribution / active EE | $444 | $1,381-67.8% | $1,039-57.3% | $4,661-90.5% |
| Participant deferral / active EE | $1,263 | $2,624-51.9% | $1,953-35.3% | $6,689-81.1% |
| Admin fee / account holder | $85 | $3,334-97.5% | $2,829-97.0% | $13,398-99.4% |