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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 | $5,110 | $76,519-93.3% | $56,025-90.9% | $145,897-96.5% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 44.68% | 3017.03%-2972.3pp | 1712.69%-1668.0pp | 552.29%-507.6pp |
| Employer contribution / active EE | $411 | $1,383-70.3% | $1,042-60.5% | $4,663-91.2% |
| Participant deferral / active EE | $411 | $2,624-84.3% | $1,955-79.0% | $6,689-93.9% |
| Admin fee / account holder | $275 | $3,331-91.7% | $2,828-90.3% | $13,390-97.9% |