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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 | $28,032 | $77,416-63.8% | $69,464-59.6% | $152,897-81.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 8.41% | 39.08%-30.7pp | 28.98%-20.6pp | 345.43%-337.0pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,575 | $4,413-41.6% | $3,536-27.2% | $5,851-56.0% |
| Admin fee / account holder | $14 | $6,208-99.8% | $3,840-99.6% | $11,599-99.9% |