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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 | $1,458 | $76,519-98.1% | $56,025-97.4% | $145,897-99.0% |
| Participation rate | 58.8% | 63.2%-4.4pp | 52.5%+6.3pp | 80.3%-21.5pp |
| Annual return | 15.90% | 3017.03%-3001.1pp | 1712.69%-1696.8pp | 552.29%-536.4pp |
| Employer contribution / active EE | $156 | $1,383-88.7% | $1,042-85.0% | $4,663-96.7% |
| Participant deferral / active EE | $633 | $2,624-75.9% | $1,955-67.6% | $6,689-90.5% |
| Admin fee / account holder | $6 | $3,331-99.8% | $2,828-99.8% | $13,390-100.0% |