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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 | $5,258 | $81,763-93.6% | $58,561-91.0% | $139,466-96.2% |
| Participation rate | 61.1% | 61.3%-0.2pp | 50.9%+10.2pp | 80.3%-19.2pp |
| Annual return | 34.05% | 7427.77%-7393.7pp | 4251.33%-4217.3pp | 373.66%-339.6pp |
| Employer contribution / active EE | $495 | $1,398-64.6% | $1,053-53.0% | $4,754-89.6% |
| Participant deferral / active EE | $1,235 | $2,555-51.6% | $1,923-35.8% | $6,712-81.6% |
| Admin fee / account holder | $61 | $3,273-98.1% | $2,520-97.6% | $11,409-99.5% |