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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 | $169,361-78.1% | $129,397-71.4% | $145,877-74.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 13.91% | 14395.54%-14381.6pp | 9453.98%-9440.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,414 | $5,542-74.5% | $4,154-66.0% | $4,663-69.7% |
| Participant deferral / active EE | $5,252 | $4,987+5.3% | $4,167+26.0% | $6,691-21.5% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |