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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 | $9,509 | $76,634-87.6% | $56,054-83.0% | $145,978-93.5% |
| Participation rate | 31.3% | 63.2%-32.0pp | 52.5%-21.2pp | 80.3%-49.0pp |
| Annual return | 17.05% | 3004.33%-2987.3pp | 1705.95%-1688.9pp | 550.52%-533.5pp |
| Employer contribution / active EE | $454 | $1,380-67.1% | $1,039-56.3% | $4,662-90.3% |
| Participant deferral / active EE | $613 | $2,622-76.6% | $1,952-68.6% | $6,690-90.8% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |