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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 | $16,933 | $81,668-79.3% | $58,507-71.1% | $139,487-87.9% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 25.45% | 7430.07%-7404.6pp | 4252.32%-4226.9pp | 373.84%-348.4pp |
| Employer contribution / active EE | $280 | $1,398-80.0% | $1,053-73.4% | $4,755-94.1% |
| Participant deferral / active EE | $394 | $2,554-84.6% | $1,922-79.5% | $6,713-94.1% |
| Admin fee / account holder | $151 | $3,212-95.3% | $2,486-93.9% | $11,407-98.7% |