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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 | $80,218 | $185,312-56.7% | $161,489-50.3% | $154,746-48.2% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 19.42% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,614 | $4,769-66.1% | $4,268-62.2% | $4,379-63.1% |
| Participant deferral / active EE | $4,303 | $6,350-32.2% | $5,630-23.6% | $6,730-36.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |