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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 | $9,200 | $76,519-88.0% | $56,025-83.6% | $145,897-93.7% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.7pp | 80.3%-37.4pp |
| Annual return | 15.23% | 3017.03%-3001.8pp | 1712.69%-1697.5pp | 552.29%-537.1pp |
| Employer contribution / active EE | $587 | $1,383-57.6% | $1,042-43.6% | $4,663-87.4% |
| Participant deferral / active EE | $1,029 | $2,624-60.8% | $1,955-47.3% | $6,689-84.6% |
| Admin fee / account holder | $41 | $3,331-98.8% | $2,828-98.6% | $13,390-99.7% |