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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 | $20,275 | $102,595-80.2% | $94,057-78.4% | $154,746-86.9% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 25.72% | 583.42%-557.7pp | 480.62%-454.9pp | 172.34%-146.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,155 | $5,118-18.8% | $4,709-11.8% | $6,730-38.3% |
| Admin fee / account holder | $199 | $7,736-97.4% | $7,244-97.3% | $14,365-98.6% |