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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 | $18,450 | $162,136-88.6% | $152,301-87.9% | $154,746-88.1% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 21.70% | 91.02%-69.3pp | 80.50%-58.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $4,434 | $4,890-9.3% | $4,624-4.1% | $4,379+1.3% |
| Participant deferral / active EE | $5,067 | $8,341-39.3% | $8,004-36.7% | $6,730-24.7% |
| Admin fee / account holder | $55 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |