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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 | $8,552 | $76,522-88.8% | $56,033-84.7% | $145,884-94.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 12.51% | 3014.28%-3001.8pp | 1711.38%-1698.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $447 | $1,382-67.7% | $1,041-57.1% | $4,662-90.4% |
| Participant deferral / active EE | $1,327 | $2,624-49.4% | $1,954-32.1% | $6,690-80.2% |
| Admin fee / account holder | $194 | $3,328-94.2% | $2,827-93.1% | $13,392-98.6% |