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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 | $14,536 | $72,403-79.9% | $67,524-78.5% | $145,978-90.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 12.15% | 7197.23%-7185.1pp | 3519.41%-3507.3pp | 550.52%-538.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,063 | $4,782-56.9% | $4,001-48.5% | $6,690-69.2% |
| Admin fee / account holder | $95 | $5,541-98.3% | $4,001-97.6% | $13,400-99.3% |