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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 | $6,289 | $81,763-92.3% | $58,561-89.3% | $139,466-95.5% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 84.92% | 7427.77%-7342.9pp | 4251.33%-4166.4pp | 373.66%-288.7pp |
| Employer contribution / active EE | $480 | $1,398-65.7% | $1,053-54.4% | $4,754-89.9% |
| Participant deferral / active EE | $1,241 | $2,555-51.4% | $1,923-35.5% | $6,712-81.5% |
| Admin fee / account holder | $50 | $3,273-98.5% | $2,520-98.0% | $11,409-99.6% |