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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 | $10,420 | $81,763-87.3% | $58,561-82.2% | $139,466-92.5% |
| Participation rate | 41.7% | 61.3%-19.7pp | 50.9%-9.2pp | 80.3%-38.7pp |
| Annual return | 22.90% | 7427.77%-7404.9pp | 4251.33%-4228.4pp | 373.66%-350.8pp |
| Employer contribution / active EE | $362 | $1,398-74.1% | $1,053-65.6% | $4,754-92.4% |
| Participant deferral / active EE | $1,152 | $2,555-54.9% | $1,923-40.1% | $6,712-82.8% |
| Admin fee / account holder | $20 | $3,273-99.4% | $2,520-99.2% | $11,409-99.8% |