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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 | $17,932 | $69,541-74.2% | $59,899-70.1% | $135,380-86.8% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | 18.46% | 7.95%+10.5pp | 3.46%+15.0pp | 519.81%-501.3pp |
| Employer contribution / active EE | $7,382 | $3,236+128.1% | $2,723+171.1% | $4,779+54.5% |
| Participant deferral / active EE | $4,883 | $4,206+16.1% | $3,402+43.5% | $5,609-13.0% |
| Admin fee / account holder | $5 | $5,737-99.9% | $3,592-99.9% | $10,828-100.0% |