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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 | $16,795 | $76,634-78.1% | $56,054-70.0% | $145,978-88.5% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 15.16% | 3004.33%-2989.2pp | 1705.95%-1690.8pp | 550.52%-535.4pp |
| Employer contribution / active EE | $375 | $1,380-72.8% | $1,039-63.9% | $4,662-91.9% |
| Participant deferral / active EE | $1,149 | $2,622-56.2% | $1,952-41.1% | $6,690-82.8% |
| Admin fee / account holder | $23 | $3,321-99.3% | $2,822-99.2% | $13,400-99.8% |