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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 | $14,425 | $76,785-81.2% | $56,441-74.4% | $145,959-90.1% |
| Participation rate | 4.2% | 63.2%-59.1pp | 52.5%-48.3pp | 80.3%-76.1pp |
| Annual return | 8.21% | 3000.51%-2992.3pp | 1704.21%-1696.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $158 | $1,381-88.6% | $1,039-84.8% | $4,661-96.6% |
| Participant deferral / active EE | $316 | $2,624-88.0% | $1,953-83.8% | $6,689-95.3% |
| Admin fee / account holder | $241 | $3,334-92.8% | $2,829-91.5% | $13,398-98.2% |