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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 | $136,215 | $150,412-9.4% | $120,574+13.0% | $145,884-6.6% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 18.90% | 154.50%-135.6pp | 107.42%-88.5pp | 551.85%-532.9pp |
| Employer contribution / active EE | $1,854 | $4,355-57.4% | $3,471-46.6% | $4,662-60.2% |
| Participant deferral / active EE | $5,166 | $6,175-16.3% | $4,996+3.4% | $6,690-22.8% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |