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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 | $23,614 | $133,981-82.4% | $112,249-79.0% | $134,532-82.4% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | 708.86% | 47.16%+661.7pp | 27.48%+681.4pp | 418.27%+290.6pp |
| Employer contribution / active EE | $1,385 | $4,040-65.7% | $3,636-61.9% | $4,741-70.8% |
| Participant deferral / active EE | $5,886 | $5,292+11.2% | $4,729+24.5% | $6,401-8.0% |
| Admin fee / account holder | $36 | $7,492-99.5% | $6,412-99.4% | $11,429-99.7% |