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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 | $76,519-93.4% | $56,025-91.0% | $145,897-96.5% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 17.24% | 3017.03%-2999.8pp | 1712.69%-1695.4pp | 552.29%-535.0pp |
| Employer contribution / active EE | $207 | $1,383-85.0% | $1,042-80.1% | $4,663-95.6% |
| Participant deferral / active EE | $340 | $2,624-87.1% | $1,955-82.6% | $6,689-94.9% |
| Admin fee / account holder | $173 | $3,331-94.8% | $2,828-93.9% | $13,390-98.7% |