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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 | $8,263 | $81,763-89.9% | $58,561-85.9% | $139,466-94.1% |
| Participation rate | 69.2% | 61.3%+7.9pp | 50.9%+18.4pp | 80.3%-11.1pp |
| Annual return | 14.84% | 7427.77%-7412.9pp | 4251.33%-4236.5pp | 373.66%-358.8pp |
| Employer contribution / active EE | $355 | $1,398-74.6% | $1,053-66.3% | $4,754-92.5% |
| Participant deferral / active EE | $491 | $2,555-80.8% | $1,923-74.4% | $6,712-92.7% |
| Admin fee / account holder | $192 | $3,273-94.1% | $2,520-92.4% | $11,409-98.3% |