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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 | $169,361-39.3% | $129,397-20.6% | $145,877-29.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 11.15% | 14395.54%-14384.4pp | 9453.98%-9442.8pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,400 | $4,987+8.3% | $4,167+29.6% | $6,691-19.3% |
| Admin fee / account holder | $278 | $9,903-97.2% | $7,679-96.4% | $13,402-97.9% |