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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 | $226,090-100.0% | $182,531-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 23.81% | 192.57%-168.8pp | 148.57%-124.8pp | 345.39%-321.6pp |
| Employer contribution / active EE | $2,581 | $4,978-48.1% | $4,075-36.7% | $4,763-45.8% |
| Participant deferral / active EE | $7,835 | $6,369+23.0% | $5,525+41.8% | $5,851+33.9% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |