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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 | $76,634-84.9% | $56,054-79.3% | $145,978-92.1% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 18.14% | 3004.33%-2986.2pp | 1705.95%-1687.8pp | 550.52%-532.4pp |
| Employer contribution / active EE | $383 | $1,380-72.3% | $1,039-63.2% | $4,662-91.8% |
| Participant deferral / active EE | $841 | $2,622-67.9% | $1,952-56.9% | $6,690-87.4% |
| Admin fee / account holder | $69 | $3,321-97.9% | $2,822-97.5% | $13,400-99.5% |