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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 | $160,040-100.0% | $147,096-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.55% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,748 | $5,289-48.1% | $4,936-44.3% | $4,663-41.1% |
| Participant deferral / active EE | $12,409 | $8,429+47.2% | $8,071+53.7% | $6,691+85.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |