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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 | $11,476 | $76,608-85.0% | $56,077-79.5% | $145,877-92.1% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 18.17% | 3009.59%-2991.4pp | 1709.28%-1691.1pp | 551.28%-533.1pp |
| Employer contribution / active EE | $268 | $1,382-80.6% | $1,040-74.2% | $4,663-94.2% |
| Participant deferral / active EE | $537 | $2,624-79.5% | $1,954-72.5% | $6,691-92.0% |
| Admin fee / account holder | $79 | $3,325-97.6% | $2,825-97.2% | $13,402-99.4% |