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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 | $7,067 | $81,749-91.4% | $58,544-87.9% | $139,456-94.9% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 139.28% | 7425.45%-7286.2pp | 4249.56%-4110.3pp | 373.45%-234.2pp |
| Employer contribution / active EE | $932 | $1,398-33.4% | $1,053-11.5% | $4,753-80.4% |
| Participant deferral / active EE | $1,040 | $2,555-59.3% | $1,923-45.9% | $6,711-84.5% |
| Admin fee / account holder | $16 | $3,272-99.5% | $2,520-99.4% | $11,407-99.9% |