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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 | $2,469 | $81,749-97.0% | $58,544-95.8% | $139,456-98.2% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 34.55% | 7425.45%-7390.9pp | 4249.56%-4215.0pp | 373.45%-338.9pp |
| Employer contribution / active EE | $245 | $1,398-82.5% | $1,053-76.8% | $4,753-94.9% |
| Participant deferral / active EE | $245 | $2,555-90.4% | $1,923-87.3% | $6,711-96.4% |
| Admin fee / account holder | $7 | $3,272-99.8% | $2,520-99.7% | $11,407-99.9% |