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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 | $71,838 | $159,934-55.1% | $147,005-51.1% | $145,959-50.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 20.97% | 98.24%-77.3pp | 418.76%-397.8pp | 561.95%-541.0pp |
| Employer contribution / active EE | $2,730 | $5,287-48.4% | $4,934-44.7% | $4,661-41.4% |
| Participant deferral / active EE | $7,500 | $8,427-11.0% | $8,070-7.1% | $6,689+12.1% |
| Admin fee / account holder | $294 | $15,053-98.1% | $13,006-97.7% | $13,398-97.8% |