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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 | $76,634-98.1% | $56,054-97.4% | $145,978-99.0% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 13.50% | 3004.33%-2990.8pp | 1705.95%-1692.4pp | 550.52%-537.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $437 | $2,622-83.3% | $1,952-77.6% | $6,690-93.5% |
| Admin fee / account holder | $157 | $3,321-95.3% | $2,822-94.4% | $13,400-98.8% |