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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 | $183,539-100.0% | $155,556-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 18.56% | 61.31%-42.7pp | 64.84%-46.3pp | 552.29%-533.7pp |
| Employer contribution / active EE | $7,998 | $5,315+50.5% | $4,675+71.1% | $4,663+71.5% |
| Participant deferral / active EE | $17,850 | $6,467+176.0% | $5,631+217.0% | $6,689+166.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |