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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 | $117,588 | $165,381-28.9% | $149,730-21.5% | $158,966-26.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,731 | $5,104-46.5% | $4,645-41.2% | $4,762-42.7% |
| Participant deferral / active EE | $27,337 | $7,182+280.6% | $6,843+299.5% | $5,983+356.9% |
| Admin fee / account holder | $139 | $10,809-98.7% | $9,310-98.5% | $11,250-98.8% |