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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 | $25,128 | $210,510-88.1% | $153,500-83.6% | $145,877-82.8% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 91.38% | 13.45%+77.9pp | 15.70%+75.7pp | 551.28%-459.9pp |
| Employer contribution / active EE | $1,555 | $6,052-74.3% | $5,039-69.2% | $4,663-66.7% |
| Participant deferral / active EE | $3,530 | $7,974-55.7% | $6,756-47.8% | $6,691-47.2% |
| Admin fee / account holder | $242 | $19,455-98.8% | $12,736-98.1% | $13,402-98.2% |