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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 | $64,134 | $73,518-12.8% | $63,005+1.8% | $147,585-56.5% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 20.39% | 175.46%-155.1pp | 87.59%-67.2pp | 578.58%-558.2pp |
| Employer contribution / active EE | $1,053 | $3,322-68.3% | $2,760-61.9% | $4,876-78.4% |
| Participant deferral / active EE | $11,497 | $4,183+174.8% | $3,329+245.3% | $5,439+111.4% |
| Admin fee / account holder | $30 | $5,952-99.5% | $3,599-99.2% | $10,886-99.7% |