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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 | $8,127 | $76,785-89.4% | $56,441-85.6% | $145,959-94.4% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 18.92% | 3000.51%-2981.6pp | 1704.21%-1685.3pp | 561.95%-543.0pp |
| Employer contribution / active EE | $479 | $1,381-65.3% | $1,039-53.9% | $4,661-89.7% |
| Participant deferral / active EE | $314 | $2,624-88.0% | $1,953-83.9% | $6,689-95.3% |
| Admin fee / account holder | $11 | $3,334-99.7% | $2,829-99.6% | $13,398-99.9% |