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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 | $76,634-81.2% | $56,054-74.3% | $145,978-90.1% |
| Participation rate | 4.2% | 63.2%-59.1pp | 52.5%-48.3pp | 80.3%-76.1pp |
| Annual return | 8.21% | 3004.33%-2996.1pp | 1705.95%-1697.7pp | 550.52%-542.3pp |
| Employer contribution / active EE | $158 | $1,380-88.6% | $1,039-84.8% | $4,662-96.6% |
| Participant deferral / active EE | $316 | $2,622-88.0% | $1,952-83.8% | $6,690-95.3% |
| Admin fee / account holder | $241 | $3,321-92.7% | $2,822-91.5% | $13,400-98.2% |