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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 | $76,785-94.4% | $56,441-92.4% | $145,959-97.1% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 13.16% | 3000.51%-2987.4pp | 1704.21%-1691.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $202 | $1,381-85.4% | $1,039-80.5% | $4,661-95.7% |
| Participant deferral / active EE | $324 | $2,624-87.7% | $1,953-83.4% | $6,689-95.2% |
| Admin fee / account holder | $31 | $3,334-99.1% | $2,829-98.9% | $13,398-99.8% |