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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 | $5,937 | $76,608-92.2% | $56,077-89.4% | $145,877-95.9% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 48.57% | 3009.59%-2961.0pp | 1709.28%-1660.7pp | 551.28%-502.7pp |
| Employer contribution / active EE | $330 | $1,382-76.2% | $1,040-68.3% | $4,663-92.9% |
| Participant deferral / active EE | $664 | $2,624-74.7% | $1,954-66.0% | $6,691-90.1% |
| Admin fee / account holder | $2 | $3,325-99.9% | $2,825-99.9% | $13,402-100.0% |