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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 | $33,016 | $112,121-70.6% | $95,960-65.6% | $158,966-79.2% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 16.21% | 171.16%-155.0pp | 91.63%-75.4pp | 302.95%-286.7pp |
| Employer contribution / active EE | $5,433 | $3,199+69.8% | $2,541+113.8% | $4,762+14.1% |
| Participant deferral / active EE | $9,123 | $4,784+90.7% | $4,167+118.9% | $5,983+52.5% |
| Admin fee / account holder | $189 | $10,135-98.1% | $6,797-97.2% | $11,250-98.3% |