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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 | $102,747 | $169,356-39.3% | $129,406-20.6% | $145,897-29.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 11.15% | 14418.62%-14407.5pp | 9468.18%-9457.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,400 | $4,987+8.3% | $4,167+29.6% | $6,689-19.3% |
| Admin fee / account holder | $278 | $9,915-97.2% | $7,689-96.4% | $13,390-97.9% |