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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 | $15,045 | $76,519-80.3% | $56,025-73.1% | $145,897-89.7% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.0pp | 80.3%-25.8pp |
| Annual return | 13.14% | 3017.03%-3003.9pp | 1712.69%-1699.5pp | 552.29%-539.1pp |
| Employer contribution / active EE | $354 | $1,383-74.4% | $1,042-66.0% | $4,663-92.4% |
| Participant deferral / active EE | $1,716 | $2,624-34.6% | $1,955-12.2% | $6,689-74.4% |
| Admin fee / account holder | $80 | $3,331-97.6% | $2,828-97.2% | $13,390-99.4% |