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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 | $79,146 | $114,119-30.6% | $107,187-26.2% | $138,895-43.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | 11.44% | 273.21%-261.8pp | 204.55%-193.1pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,081 | $4,059-73.4% | $3,782-71.4% | $4,194-74.2% |
| Participant deferral / active EE | $1,623 | $5,538-70.7% | $5,096-68.2% | $6,396-74.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |