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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 | $22,584 | $156,398-85.6% | $147,318-84.7% | $138,895-83.7% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 29.49% | 78.75%-49.3pp | 70.43%-40.9pp | 145.39%-115.9pp |
| Employer contribution / active EE | $3,048 | $4,853-37.2% | $4,593-33.6% | $4,194-27.3% |
| Participant deferral / active EE | $3,810 | $8,237-53.7% | $7,906-51.8% | $6,396-40.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |