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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 | $4,264 | $76,519-94.4% | $56,025-92.4% | $145,897-97.1% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 13.16% | 3017.03%-3003.9pp | 1712.69%-1699.5pp | 552.29%-539.1pp |
| Employer contribution / active EE | $202 | $1,383-85.4% | $1,042-80.6% | $4,663-95.7% |
| Participant deferral / active EE | $324 | $2,624-87.7% | $1,955-83.4% | $6,689-95.2% |
| Admin fee / account holder | $31 | $3,331-99.1% | $2,828-98.9% | $13,390-99.8% |