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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 | $6,196 | $76,522-91.9% | $56,033-88.9% | $145,884-95.8% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 9.57% | 3014.28%-3004.7pp | 1711.38%-1701.8pp | 551.85%-542.3pp |
| Employer contribution / active EE | $271 | $1,382-80.4% | $1,041-74.0% | $4,662-94.2% |
| Participant deferral / active EE | $647 | $2,624-75.3% | $1,954-66.9% | $6,690-90.3% |
| Admin fee / account holder | $62 | $3,328-98.1% | $2,827-97.8% | $13,392-99.5% |