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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 | $0 | $107,941-100.0% | $91,994-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.5%-82.5pp |
| Annual return | 17.01% | 89.28%-72.3pp | 69.04%-52.0pp | 345.46%-328.5pp |
| Employer contribution / active EE | $18,264 | $4,212+333.7% | $3,453+429.0% | $4,764+283.4% |
| Participant deferral / active EE | $14,163 | $6,366+122.5% | $5,924+139.1% | $5,851+142.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |