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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 | $29,869 | $159,978-81.3% | $147,041-79.7% | $145,978-79.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.38% | 98.36%-85.0pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $3,450 | $5,288-34.8% | $4,935-30.1% | $4,662-26.0% |
| Participant deferral / active EE | $4,312 | $8,429-48.8% | $8,071-46.6% | $6,690-35.5% |
| Admin fee / account holder | $262 | $15,053-98.3% | $13,006-98.0% | $13,400-98.0% |