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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 | $17,571 | $76,522-77.0% | $56,033-68.6% | $145,884-88.0% |
| Participation rate | 47.6% | 63.2%-15.6pp | 52.5%-4.9pp | 80.3%-32.7pp |
| Annual return | 13.12% | 3014.28%-3001.2pp | 1711.38%-1698.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $736 | $1,382-46.8% | $1,041-29.3% | $4,662-84.2% |
| Participant deferral / active EE | $897 | $2,624-65.8% | $1,954-54.1% | $6,690-86.6% |
| Admin fee / account holder | $207 | $3,328-93.8% | $2,827-92.7% | $13,392-98.5% |