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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 | $76,608-89.4% | $56,077-85.5% | $145,877-94.4% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 18.92% | 3009.59%-2990.7pp | 1709.28%-1690.4pp | 551.28%-532.4pp |
| Employer contribution / active EE | $479 | $1,382-65.3% | $1,040-53.9% | $4,663-89.7% |
| Participant deferral / active EE | $314 | $2,624-88.0% | $1,954-83.9% | $6,691-95.3% |
| Admin fee / account holder | $11 | $3,325-99.7% | $2,825-99.6% | $13,402-99.9% |