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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 | $254,759-100.0% | $216,567-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 81.6%-81.6pp | 82.4%-82.4pp |
| Annual return | 7.77% | 10.04%-2.3pp | 12.94%-5.2pp | 202.70%-194.9pp |
| Employer contribution / active EE | $12,108 | $6,096+98.6% | $5,216+132.1% | $5,055+139.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |