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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 | $6,294 | $76,608-91.8% | $56,077-88.8% | $145,877-95.7% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 14.63% | 3009.59%-2995.0pp | 1709.28%-1694.6pp | 551.28%-536.6pp |
| Employer contribution / active EE | $734 | $1,382-46.9% | $1,040-29.4% | $4,663-84.3% |
| Participant deferral / active EE | $903 | $2,624-65.6% | $1,954-53.8% | $6,691-86.5% |
| Admin fee / account holder | $25 | $3,325-99.2% | $2,825-99.1% | $13,402-99.8% |