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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 | $3,566 | $76,519-95.3% | $56,025-93.6% | $145,897-97.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 281.23% | 3017.03%-2735.8pp | 1712.69%-1431.5pp | 552.29%-271.1pp |
| Employer contribution / active EE | $63 | $1,383-95.5% | $1,042-94.0% | $4,663-98.7% |
| Participant deferral / active EE | $523 | $2,624-80.1% | $1,955-73.2% | $6,689-92.2% |
| Admin fee / account holder | $188 | $3,331-94.4% | $2,828-93.4% | $13,390-98.6% |