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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 | $15,169 | $76,519-80.2% | $56,025-72.9% | $145,897-89.6% |
| Participation rate | 58.8% | 63.2%-4.4pp | 52.5%+6.3pp | 80.3%-21.5pp |
| Annual return | 14.44% | 3017.03%-3002.6pp | 1712.69%-1698.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $780 | $1,383-43.6% | $1,042-25.1% | $4,663-83.3% |
| Participant deferral / active EE | $1,712 | $2,624-34.8% | $1,955-12.4% | $6,689-74.4% |
| Admin fee / account holder | $250 | $3,331-92.5% | $2,828-91.1% | $13,390-98.1% |