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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 | $3,855 | $81,749-95.3% | $58,544-93.4% | $139,456-97.2% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 24.32% | 7425.45%-7401.1pp | 4249.56%-4225.2pp | 373.45%-349.1pp |
| Employer contribution / active EE | $450 | $1,398-67.8% | $1,053-57.3% | $4,753-90.5% |
| Participant deferral / active EE | $1,292 | $2,555-49.4% | $1,923-32.8% | $6,711-80.8% |
| Admin fee / account holder | $20 | $3,272-99.4% | $2,520-99.2% | $11,407-99.8% |