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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 | $155,204 | $157,276-1.3% | $141,177+9.9% | $152,885+1.5% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 23.54% | 64.33%-40.8pp | 71.40%-47.9pp | 345.39%-321.8pp |
| Employer contribution / active EE | $1,264 | $5,262-76.0% | $4,736-73.3% | $4,763-73.5% |
| Participant deferral / active EE | $5,500 | $7,110-22.6% | $6,710-18.0% | $5,851-6.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |