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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 | $17,274 | $100,938-82.9% | $90,461-80.9% | $158,982-89.1% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 27.95% | 1727.20%-1699.3pp | 1294.76%-1266.8pp | 302.99%-275.0pp |
| Employer contribution / active EE | $684 | $3,691-81.5% | $3,264-79.1% | $4,763-85.6% |
| Participant deferral / active EE | $1,311 | $4,350-69.9% | $3,964-66.9% | $5,983-78.1% |
| Admin fee / account holder | $60 | $6,510-99.1% | $5,617-98.9% | $11,252-99.5% |