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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 | $76,519-81.1% | $56,025-74.3% | $145,897-90.1% |
| Participation rate | 4.2% | 63.2%-59.1pp | 52.5%-48.3pp | 80.3%-76.1pp |
| Annual return | 8.21% | 3017.03%-3008.8pp | 1712.69%-1704.5pp | 552.29%-544.1pp |
| Employer contribution / active EE | $158 | $1,383-88.6% | $1,042-84.8% | $4,663-96.6% |
| Participant deferral / active EE | $316 | $2,624-88.0% | $1,955-83.9% | $6,689-95.3% |
| Admin fee / account holder | $241 | $3,331-92.8% | $2,828-91.5% | $13,390-98.2% |