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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 | $40,780 | $29,733+37.2% | $56,025-27.2% | $80,959-49.6% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 15.10% | 35.28%-20.2pp | 1712.69%-1697.6pp | 35.67%-20.6pp |
| Employer contribution / active EE | $155 | $672-76.9% | $1,042-85.1% | $2,757-94.4% |
| Participant deferral / active EE | $904 | $1,229-26.5% | $1,955-53.8% | $4,300-79.0% |
| Admin fee / account holder | $91 | $2,434-96.2% | $2,828-96.8% | $6,925-98.7% |