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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 | $2,286 | $76,522-97.0% | $56,033-95.9% | $145,884-98.4% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.4pp | 80.3%-26.5pp |
| Annual return | 16.45% | 3014.28%-2997.8pp | 1711.38%-1694.9pp | 551.85%-535.4pp |
| Employer contribution / active EE | $169 | $1,382-87.8% | $1,041-83.7% | $4,662-96.4% |
| Participant deferral / active EE | $817 | $2,624-68.9% | $1,954-58.2% | $6,690-87.8% |
| Admin fee / account holder | $33 | $3,328-99.0% | $2,827-98.8% | $13,392-99.8% |