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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 | $7,817 | $76,608-89.8% | $56,077-86.1% | $145,877-94.6% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 13.37% | 3009.59%-2996.2pp | 1709.28%-1695.9pp | 551.28%-537.9pp |
| Employer contribution / active EE | $841 | $1,382-39.2% | $1,040-19.2% | $4,663-82.0% |
| Participant deferral / active EE | $1,261 | $2,624-52.0% | $1,954-35.5% | $6,691-81.2% |
| Admin fee / account holder | $17 | $3,325-99.5% | $2,825-99.4% | $13,402-99.9% |