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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 | $1,446 | $76,519-98.1% | $56,025-97.4% | $145,897-99.0% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 13.50% | 3017.03%-3003.5pp | 1712.69%-1699.2pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $437 | $2,624-83.4% | $1,955-77.6% | $6,689-93.5% |
| Admin fee / account holder | $157 | $3,331-95.3% | $2,828-94.4% | $13,390-98.8% |