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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 | $11,243 | $76,522-85.3% | $56,033-79.9% | $145,884-92.3% |
| Participation rate | 30.8% | 63.2%-32.5pp | 52.5%-21.7pp | 80.3%-49.5pp |
| Annual return | 10.47% | 3014.28%-3003.8pp | 1711.38%-1700.9pp | 551.85%-541.4pp |
| Employer contribution / active EE | $538 | $1,382-61.1% | $1,041-48.3% | $4,662-88.5% |
| Participant deferral / active EE | $832 | $2,624-68.3% | $1,954-57.4% | $6,690-87.6% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |