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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 | $150,453 | $185,312-18.8% | $161,489-6.8% | $154,746-2.8% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 18.56% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,398 | $4,769-49.7% | $4,268-43.8% | $4,379-45.2% |
| Participant deferral / active EE | $5,443 | $6,350-14.3% | $5,630-3.3% | $6,730-19.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |