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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 | $6,356 | $76,522-91.7% | $56,033-88.7% | $145,884-95.6% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.2pp | 80.3%-72.0pp |
| Annual return | 42.24% | 3014.28%-2972.0pp | 1711.38%-1669.1pp | 551.85%-509.6pp |
| Employer contribution / active EE | $119 | $1,382-91.4% | $1,041-88.6% | $4,662-97.4% |
| Participant deferral / active EE | $236 | $2,624-91.0% | $1,954-87.9% | $6,690-96.5% |
| Admin fee / account holder | $12 | $3,328-99.6% | $2,827-99.6% | $13,392-99.9% |