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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 | $29,653 | $73,518-59.7% | $63,005-52.9% | $147,585-79.9% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 12.68% | 175.46%-162.8pp | 87.59%-74.9pp | 578.58%-565.9pp |
| Employer contribution / active EE | $1,418 | $3,322-57.3% | $2,760-48.6% | $4,876-70.9% |
| Participant deferral / active EE | $3,220 | $4,183-23.0% | $3,329-3.3% | $5,439-40.8% |
| Admin fee / account holder | $5 | $5,952-99.9% | $3,599-99.9% | $10,886-100.0% |