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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 | $160,040-55.1% | $147,096-51.2% | $145,877-50.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 20.97% | 98.49%-77.5pp | 419.75%-398.8pp | 551.28%-530.3pp |
| Employer contribution / active EE | $2,730 | $5,289-48.4% | $4,936-44.7% | $4,663-41.5% |
| Participant deferral / active EE | $7,500 | $8,429-11.0% | $8,071-7.1% | $6,691+12.1% |
| Admin fee / account holder | $294 | $15,050-98.0% | $13,005-97.7% | $13,402-97.8% |