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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 | $3,852 | $76,608-95.0% | $56,077-93.1% | $145,877-97.4% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 13.13% | 3009.59%-2996.5pp | 1709.28%-1696.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $445 | $1,382-67.8% | $1,040-57.3% | $4,663-90.5% |
| Participant deferral / active EE | $713 | $2,624-72.8% | $1,954-63.5% | $6,691-89.3% |
| Admin fee / account holder | $176 | $3,325-94.7% | $2,825-93.8% | $13,402-98.7% |