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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 | $76,634-80.4% | $56,054-73.2% | $145,978-89.7% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.1pp | 80.3%-25.7pp |
| Annual return | 13.14% | 3004.33%-2991.2pp | 1705.95%-1692.8pp | 550.52%-537.4pp |
| Employer contribution / active EE | $354 | $1,380-74.3% | $1,039-65.9% | $4,662-92.4% |
| Participant deferral / active EE | $1,716 | $2,622-34.6% | $1,952-12.1% | $6,690-74.4% |
| Admin fee / account holder | $80 | $3,321-97.6% | $2,822-97.2% | $13,400-99.4% |