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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 | $1,456 | $76,608-98.1% | $56,077-97.4% | $145,877-99.0% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 20.61% | 3009.59%-2989.0pp | 1709.28%-1688.7pp | 551.28%-530.7pp |
| Employer contribution / active EE | $207 | $1,382-85.0% | $1,040-80.1% | $4,663-95.6% |
| Participant deferral / active EE | $264 | $2,624-90.0% | $1,954-86.5% | $6,691-96.1% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |