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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 | $76,785-95.4% | $56,441-93.7% | $145,959-97.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 281.23% | 3000.51%-2719.3pp | 1704.21%-1423.0pp | 561.95%-280.7pp |
| Employer contribution / active EE | $63 | $1,381-95.5% | $1,039-94.0% | $4,661-98.7% |
| Participant deferral / active EE | $523 | $2,624-80.1% | $1,953-73.2% | $6,689-92.2% |
| Admin fee / account holder | $188 | $3,334-94.4% | $2,829-93.4% | $13,398-98.6% |