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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 | $16,807 | $76,519-78.0% | $56,025-70.0% | $145,897-88.5% |
| Participation rate | 10.0% | 63.2%-53.2pp | 52.5%-42.5pp | 80.3%-70.3pp |
| Annual return | 15.81% | 3017.03%-3001.2pp | 1712.69%-1696.9pp | 552.29%-536.5pp |
| Employer contribution / active EE | $256 | $1,383-81.5% | $1,042-75.5% | $4,663-94.5% |
| Participant deferral / active EE | $958 | $2,624-63.5% | $1,955-51.0% | $6,689-85.7% |
| Admin fee / account holder | $127 | $3,331-96.2% | $2,828-95.5% | $13,390-99.1% |