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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 | $9,890 | $76,519-87.1% | $56,025-82.3% | $145,897-93.2% |
| Participation rate | 56.3% | 63.2%-7.0pp | 52.5%+3.7pp | 80.3%-24.1pp |
| Annual return | 15.85% | 3017.03%-3001.2pp | 1712.69%-1696.8pp | 552.29%-536.4pp |
| Employer contribution / active EE | $291 | $1,383-78.9% | $1,042-72.0% | $4,663-93.8% |
| Participant deferral / active EE | $405 | $2,624-84.6% | $1,955-79.3% | $6,689-93.9% |
| Admin fee / account holder | $215 | $3,331-93.5% | $2,828-92.4% | $13,390-98.4% |