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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 | $3,036 | $84,551-96.4% | $61,452-95.1% | $134,532-97.7% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | 1341.67% | 585.39%+756.3pp | 338.96%+1002.7pp | 418.27%+923.4pp |
| Employer contribution / active EE | $206 | $1,545-86.7% | $1,160-82.3% | $4,741-95.7% |
| Participant deferral / active EE | $185 | $2,818-93.4% | $2,125-91.3% | $6,401-97.1% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |