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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 | $3,457 | $81,749-95.8% | $58,544-94.1% | $139,456-97.5% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 20.11% | 7425.45%-7405.3pp | 4249.56%-4229.5pp | 373.45%-353.3pp |
| Employer contribution / active EE | $242 | $1,398-82.7% | $1,053-77.0% | $4,753-94.9% |
| Participant deferral / active EE | $242 | $2,555-90.5% | $1,923-87.4% | $6,711-96.4% |
| Admin fee / account holder | $32 | $3,272-99.0% | $2,520-98.7% | $11,407-99.7% |