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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 | $5,053 | $76,608-93.4% | $56,077-91.0% | $145,877-96.5% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 17.24% | 3009.59%-2992.3pp | 1709.28%-1692.0pp | 551.28%-534.0pp |
| Employer contribution / active EE | $207 | $1,382-85.0% | $1,040-80.1% | $4,663-95.6% |
| Participant deferral / active EE | $340 | $2,624-87.1% | $1,954-82.6% | $6,691-94.9% |
| Admin fee / account holder | $173 | $3,325-94.8% | $2,825-93.9% | $13,402-98.7% |