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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 | $76,634-88.0% | $56,054-83.6% | $145,978-93.7% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 15.23% | 3004.33%-2989.1pp | 1705.95%-1690.7pp | 550.52%-535.3pp |
| Employer contribution / active EE | $587 | $1,380-57.5% | $1,039-43.5% | $4,662-87.4% |
| Participant deferral / active EE | $1,029 | $2,622-60.8% | $1,952-47.3% | $6,690-84.6% |
| Admin fee / account holder | $41 | $3,321-98.8% | $2,822-98.6% | $13,400-99.7% |