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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 | $37,063 | $169,161-78.1% | $129,295-71.3% | $145,959-74.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 13.91% | 14348.07%-14334.2pp | 9429.28%-9415.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,414 | $5,543-74.5% | $4,157-66.0% | $4,661-69.7% |
| Participant deferral / active EE | $5,252 | $4,989+5.3% | $4,169+26.0% | $6,689-21.5% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |