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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 | $30,200 | $160,028-81.1% | $147,080-79.5% | $145,884-79.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 20.03% | 98.60%-78.6pp | 420.17%-400.1pp | 551.85%-531.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,855 | $8,422+171.4% | $8,066+183.3% | $6,690+241.6% |
| Admin fee / account holder | $156 | $15,030-99.0% | $12,989-98.8% | $13,392-98.8% |