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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 | $244,647 | $169,237+44.6% | $129,339+89.2% | $145,978+67.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 38.32% | 14364.43%-14326.1pp | 9437.05%-9398.7pp | 550.52%-512.2pp |
| Employer contribution / active EE | $715 | $5,540-87.1% | $4,154-82.8% | $4,662-84.7% |
| Participant deferral / active EE | $715 | $4,991-85.7% | $4,170-82.9% | $6,690-89.3% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |