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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 | $32,728 | $185,225-82.3% | $142,898-77.1% | $167,553-80.5% |
| Participation rate | 0.0% | 78.5%-78.5pp | 72.0%-72.0pp | 82.1%-82.1pp |
| Annual return | 20.53% | 8558.12%-8537.6pp | 5639.64%-5619.1pp | 478.89%-458.4pp |
| Employer contribution / active EE | $194 | $5,607-96.5% | $4,146-95.3% | $4,840-96.0% |
| Participant deferral / active EE | $1,026 | $4,496-77.2% | $3,838-73.3% | $6,343-83.8% |
| Admin fee / account holder | $226 | $8,032-97.2% | $6,560-96.6% | $12,316-98.2% |