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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 | $50,787 | $172,111-70.5% | $150,298-66.2% | $137,256-63.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 17.99% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23,152 | $6,166+275.5% | $5,453+324.6% | $6,407+261.4% |
| Admin fee / account holder | $64 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |