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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 | $207,695 | $87,016+138.7% | $63,244+228.4% | $125,389+65.6% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.0%-71.0pp | 83.2%-83.2pp |
| Annual return | 0.00% | 21.71%-21.7pp | -70.31%+70.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,766 | $3,601-23.2% | $2,322+19.1% | $4,866-43.2% |
| Participant deferral / active EE | $3,560 | $3,939-9.6% | $2,953+20.5% | $5,352-33.5% |
| Admin fee / account holder | $46 | $11,954-99.6% | $5,893-99.2% | $9,541-99.5% |