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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 | $76,634-92.1% | $56,054-89.2% | $145,978-95.8% |
| Participation rate | 31.8% | 63.2%-31.4pp | 52.5%-20.7pp | 80.3%-48.5pp |
| Annual return | 9.56% | 3004.33%-2994.8pp | 1705.95%-1696.4pp | 550.52%-541.0pp |
| Employer contribution / active EE | $167 | $1,380-87.9% | $1,039-83.9% | $4,662-96.4% |
| Participant deferral / active EE | $291 | $2,622-88.9% | $1,952-85.1% | $6,690-95.7% |
| Admin fee / account holder | $36 | $3,321-98.9% | $2,822-98.7% | $13,400-99.7% |