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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 | $67,840 | $148,623-54.4% | $135,974-50.1% | $139,466-51.4% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 18.59% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,939 | $5,246-63.1% | $4,859-60.1% | $4,754-59.2% |
| Participant deferral / active EE | $7,755 | $8,103-4.3% | $7,760-0.1% | $6,712+15.5% |
| Admin fee / account holder | $220 | $12,406-98.2% | $10,767-98.0% | $11,409-98.1% |