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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 | $76,519-91.8% | $56,025-88.8% | $145,897-95.7% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 14.63% | 3017.03%-3002.4pp | 1712.69%-1698.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $734 | $1,383-46.9% | $1,042-29.5% | $4,663-84.3% |
| Participant deferral / active EE | $903 | $2,624-65.6% | $1,955-53.8% | $6,689-86.5% |
| Admin fee / account holder | $25 | $3,331-99.2% | $2,828-99.1% | $13,390-99.8% |