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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 | $1,298 | $67,823-98.1% | $52,425-97.5% | $137,256-99.1% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 82.28% | 219.11%-136.8pp | 302.12%-219.8pp | 220.34%-138.1pp |
| Employer contribution / active EE | $227 | $1,163-80.5% | $914-75.1% | $4,156-94.5% |
| Participant deferral / active EE | $1,001 | $2,288-56.3% | $1,790-44.1% | $6,407-84.4% |
| Admin fee / account holder | $31 | $2,844-98.9% | $2,495-98.8% | $12,270-99.8% |