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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 | $1,507 | $76,522-98.0% | $56,033-97.3% | $145,884-99.0% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 14.97% | 3014.28%-2999.3pp | 1711.38%-1696.4pp | 551.85%-536.9pp |
| Employer contribution / active EE | $184 | $1,382-86.7% | $1,041-82.3% | $4,662-96.1% |
| Participant deferral / active EE | $735 | $2,624-72.0% | $1,954-62.4% | $6,690-89.0% |
| Admin fee / account holder | $7 | $3,328-99.8% | $2,827-99.8% | $13,392-99.9% |