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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 | $14,105 | $110,278-87.2% | $95,740-85.3% | $139,466-89.9% |
| Participation rate | 0.0% | 75.7%-75.7pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 19.95% | 27.19%-7.2pp | 28.41%-8.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,202 | $3,260-63.1% | $2,836-57.6% | $4,754-74.7% |
| Participant deferral / active EE | $2,161 | $4,674-53.8% | $4,244-49.1% | $6,712-67.8% |
| Admin fee / account holder | $195 | $6,613-97.1% | $5,676-96.6% | $11,409-98.3% |