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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 | $37,403 | $176,071-78.8% | $159,450-76.5% | $167,497-77.7% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 31.21% | 331.79%-300.6pp | 263.60%-232.4pp | 478.62%-447.4pp |
| Employer contribution / active EE | $10,000 | $5,298+88.8% | $4,830+107.0% | $4,838+106.7% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |