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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 | $6,080 | $76,785-92.1% | $56,441-89.2% | $145,959-95.8% |
| Participation rate | 31.8% | 63.2%-31.4pp | 52.5%-20.7pp | 80.3%-48.5pp |
| Annual return | 9.56% | 3000.51%-2990.9pp | 1704.21%-1694.7pp | 561.95%-552.4pp |
| Employer contribution / active EE | $167 | $1,381-87.9% | $1,039-83.9% | $4,661-96.4% |
| Participant deferral / active EE | $291 | $2,624-88.9% | $1,953-85.1% | $6,689-95.7% |
| Admin fee / account holder | $36 | $3,334-98.9% | $2,829-98.7% | $13,398-99.7% |