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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 | $76,608-94.4% | $56,077-92.4% | $145,877-97.1% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 17.29% | 3009.59%-2992.3pp | 1709.28%-1692.0pp | 551.28%-534.0pp |
| Employer contribution / active EE | $369 | $1,382-73.3% | $1,040-64.5% | $4,663-92.1% |
| Participant deferral / active EE | $474 | $2,624-81.9% | $1,954-75.7% | $6,691-92.9% |
| Admin fee / account holder | $14 | $3,325-99.6% | $2,825-99.5% | $13,402-99.9% |