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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 | $8,760 | $76,634-88.6% | $56,054-84.4% | $145,978-94.0% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.1pp | 80.3%-72.0pp |
| Annual return | 26.00% | 3004.33%-2978.3pp | 1705.95%-1679.9pp | 550.52%-524.5pp |
| Employer contribution / active EE | $92 | $1,380-93.4% | $1,039-91.2% | $4,662-98.0% |
| Participant deferral / active EE | $224 | $2,622-91.5% | $1,952-88.5% | $6,690-96.6% |
| Admin fee / account holder | $86 | $3,321-97.4% | $2,822-97.0% | $13,400-99.4% |