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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 | $102,056 | $157,276-35.1% | $141,177-27.7% | $152,885-33.2% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 27.39% | 64.33%-36.9pp | 71.40%-44.0pp | 345.39%-318.0pp |
| Employer contribution / active EE | $2,380 | $5,262-54.8% | $4,736-49.7% | $4,763-50.0% |
| Participant deferral / active EE | $18,087 | $7,110+154.4% | $6,710+169.6% | $5,851+209.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |