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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 | $7,895 | $76,519-89.7% | $56,025-85.9% | $145,897-94.6% |
| Participation rate | 31.8% | 63.2%-31.4pp | 52.5%-20.7pp | 80.3%-48.5pp |
| Annual return | 12.80% | 3017.03%-3004.2pp | 1712.69%-1699.9pp | 552.29%-539.5pp |
| Employer contribution / active EE | $369 | $1,383-73.3% | $1,042-64.5% | $4,663-92.1% |
| Participant deferral / active EE | $512 | $2,624-80.5% | $1,955-73.8% | $6,689-92.4% |
| Admin fee / account holder | $46 | $3,331-98.6% | $2,828-98.4% | $13,390-99.7% |