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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 | $76,608-80.4% | $56,077-73.2% | $145,877-89.7% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.0pp | 80.3%-25.8pp |
| Annual return | 13.14% | 3009.59%-2996.4pp | 1709.28%-1696.1pp | 551.28%-538.1pp |
| Employer contribution / active EE | $354 | $1,382-74.3% | $1,040-65.9% | $4,663-92.4% |
| Participant deferral / active EE | $1,716 | $2,624-34.6% | $1,954-12.2% | $6,691-74.4% |
| Admin fee / account holder | $80 | $3,325-97.6% | $2,825-97.2% | $13,402-99.4% |