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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 | $76,608-78.1% | $56,077-70.0% | $145,877-88.5% |
| Participation rate | 10.0% | 63.2%-53.2pp | 52.5%-42.5pp | 80.3%-70.3pp |
| Annual return | 15.81% | 3009.59%-2993.8pp | 1709.28%-1693.5pp | 551.28%-535.5pp |
| Employer contribution / active EE | $256 | $1,382-81.5% | $1,040-75.4% | $4,663-94.5% |
| Participant deferral / active EE | $958 | $2,624-63.5% | $1,954-51.0% | $6,691-85.7% |
| Admin fee / account holder | $127 | $3,325-96.2% | $2,825-95.5% | $13,402-99.1% |