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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 | $76,608-87.1% | $56,077-82.4% | $145,877-93.2% |
| Participation rate | 56.3% | 63.2%-7.0pp | 52.5%+3.8pp | 80.3%-24.1pp |
| Annual return | 15.85% | 3009.59%-2993.7pp | 1709.28%-1693.4pp | 551.28%-535.4pp |
| Employer contribution / active EE | $291 | $1,382-78.9% | $1,040-72.0% | $4,663-93.8% |
| Participant deferral / active EE | $405 | $2,624-84.6% | $1,954-79.3% | $6,691-93.9% |
| Admin fee / account holder | $215 | $3,325-93.5% | $2,825-92.4% | $13,402-98.4% |