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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 | $16,158 | $156,963-89.7% | $121,204-86.7% | $139,466-88.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 16.39% | 1476.75%-1460.4pp | 987.18%-970.8pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,016 | $5,544-81.7% | $4,170-75.6% | $4,754-78.6% |
| Participant deferral / active EE | $1,396 | $4,848-71.2% | $4,083-65.8% | $6,712-79.2% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |