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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 | $19,794 | $76,522-74.1% | $56,033-64.7% | $145,884-86.4% |
| Participation rate | 7.7% | 63.2%-55.5pp | 52.5%-44.8pp | 80.3%-72.6pp |
| Annual return | 14.61% | 3014.28%-2999.7pp | 1711.38%-1696.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $385 | $1,382-72.2% | $1,041-63.0% | $4,662-91.8% |
| Participant deferral / active EE | $481 | $2,624-81.7% | $1,954-75.4% | $6,690-92.8% |
| Admin fee / account holder | $113 | $3,328-96.6% | $2,827-96.0% | $13,392-99.2% |