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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 | $31,769 | $96,361-67.0% | $80,607-60.6% | $139,456-77.2% |
| Participation rate | 63.6% | 73.6%-10.0pp | 67.0%-3.4pp | 80.3%-16.7pp |
| Annual return | 19.57% | 1350.95%-1331.4pp | 936.11%-916.5pp | 373.45%-353.9pp |
| Employer contribution / active EE | $1,784 | $3,262-45.3% | $2,724-34.5% | $4,753-62.5% |
| Participant deferral / active EE | $2,287 | $5,232-56.3% | $4,448-48.6% | $6,711-65.9% |
| Admin fee / account holder | $93 | $6,601-98.6% | $5,379-98.3% | $11,407-99.2% |