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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 | $27,092 | $76,522-64.6% | $56,033-51.7% | $145,884-81.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 16.77% | 3014.28%-2997.5pp | 1711.38%-1694.6pp | 551.85%-535.1pp |
| Employer contribution / active EE | $299 | $1,382-78.4% | $1,041-71.3% | $4,662-93.6% |
| Participant deferral / active EE | $491 | $2,624-81.3% | $1,954-74.9% | $6,690-92.7% |
| Admin fee / account holder | $80 | $3,328-97.6% | $2,827-97.2% | $13,392-99.4% |