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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 | $32,299 | $160,028-79.8% | $147,080-78.0% | $145,884-77.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 17.30% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,670 | $8,422-68.3% | $8,066-66.9% | $6,690-60.1% |
| Admin fee / account holder | $11 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |