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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 | $3,478 | $76,519-95.5% | $56,025-93.8% | $145,897-97.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 17.86% | 3017.03%-2999.2pp | 1712.69%-1694.8pp | 552.29%-534.4pp |
| Employer contribution / active EE | $496 | $1,383-64.1% | $1,042-52.3% | $4,663-89.4% |
| Participant deferral / active EE | $869 | $2,624-66.9% | $1,955-55.6% | $6,689-87.0% |
| Admin fee / account holder | $249 | $3,331-92.5% | $2,828-91.2% | $13,390-98.1% |