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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 | $54,585 | $160,028-65.9% | $147,080-62.9% | $145,884-62.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.57% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,132 | $5,286-59.7% | $4,933-56.8% | $4,662-54.3% |
| Participant deferral / active EE | $20,760 | $8,422+146.5% | $8,066+157.4% | $6,690+210.3% |
| Admin fee / account holder | $300 | $15,030-98.0% | $12,989-97.7% | $13,392-97.8% |