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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 | $5,142 | $81,763-93.7% | $58,561-91.2% | $139,466-96.3% |
| Participation rate | 69.2% | 61.3%+7.9pp | 50.9%+18.4pp | 80.3%-11.1pp |
| Annual return | 33.56% | 7427.77%-7394.2pp | 4251.33%-4217.8pp | 373.66%-340.1pp |
| Employer contribution / active EE | $572 | $1,398-59.1% | $1,053-45.7% | $4,754-88.0% |
| Participant deferral / active EE | $1,254 | $2,555-50.9% | $1,923-34.8% | $6,712-81.3% |
| Admin fee / account holder | $66 | $3,273-98.0% | $2,520-97.4% | $11,409-99.4% |