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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 | $31,933 | $106,923-70.1% | $84,023-62.0% | $152,909-79.1% |
| Participation rate | 0.0% | 75.3%-75.3pp | 69.0%-69.0pp | 82.5%-82.5pp |
| Annual return | 27.82% | 105.02%-77.2pp | 71.32%-43.5pp | 345.46%-317.6pp |
| Employer contribution / active EE | $3,922 | $2,735+43.4% | $1,984+97.7% | $4,764-17.7% |
| Participant deferral / active EE | $7,530 | $4,013+87.7% | $3,239+132.5% | $5,851+28.7% |
| Admin fee / account holder | $238 | $8,289-97.1% | $6,102-96.1% | $11,601-98.0% |