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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 | $11,566 | $76,519-84.9% | $56,025-79.4% | $145,897-92.1% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 16.12% | 3017.03%-3000.9pp | 1712.69%-1696.6pp | 552.29%-536.2pp |
| Employer contribution / active EE | $418 | $1,383-69.8% | $1,042-59.8% | $4,663-91.0% |
| Participant deferral / active EE | $819 | $2,624-68.8% | $1,955-58.1% | $6,689-87.8% |
| Admin fee / account holder | $140 | $3,331-95.8% | $2,828-95.1% | $13,390-99.0% |