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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 | $47,817 | $117,895-59.4% | $102,460-53.3% | $145,897-67.2% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 11.19% | 31.92%-20.7pp | 29.47%-18.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,760 | $3,619-23.7% | $3,025-8.8% | $4,663-40.8% |
| Participant deferral / active EE | $4,830 | $5,736-15.8% | $5,056-4.5% | $6,689-27.8% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |