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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 | $6,133 | $110,551-94.5% | $80,741-92.4% | $167,518-96.3% |
| Participation rate | 62.5% | 64.0%-1.5pp | 54.2%+8.3pp | 82.1%-19.6pp |
| Annual return | 38.88% | 120.57%-81.7pp | 87.30%-48.4pp | 478.71%-439.8pp |
| Employer contribution / active EE | $300 | $1,543-80.6% | $1,160-74.1% | $4,838-93.8% |
| Participant deferral / active EE | $2,270 | $2,870-20.9% | $2,145+5.8% | $6,342-64.2% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |