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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 | $4,286 | $76,519-94.4% | $56,025-92.3% | $145,897-97.1% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 17.29% | 3017.03%-2999.7pp | 1712.69%-1695.4pp | 552.29%-535.0pp |
| Employer contribution / active EE | $369 | $1,383-73.3% | $1,042-64.6% | $4,663-92.1% |
| Participant deferral / active EE | $474 | $2,624-81.9% | $1,955-75.7% | $6,689-92.9% |
| Admin fee / account holder | $14 | $3,331-99.6% | $2,828-99.5% | $13,390-99.9% |