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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 | $11,602 | $76,608-84.9% | $56,077-79.3% | $145,877-92.0% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 18.14% | 3009.59%-2991.4pp | 1709.28%-1691.1pp | 551.28%-533.1pp |
| Employer contribution / active EE | $383 | $1,382-72.3% | $1,040-63.2% | $4,663-91.8% |
| Participant deferral / active EE | $841 | $2,624-67.9% | $1,954-56.9% | $6,691-87.4% |
| Admin fee / account holder | $69 | $3,325-97.9% | $2,825-97.6% | $13,402-99.5% |