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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 | $160,070-100.0% | $147,117-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 30.42% | 98.69%-68.3pp | 420.54%-390.1pp | 552.29%-521.9pp |
| Employer contribution / active EE | $4,026 | $5,285-23.8% | $4,932-18.4% | $4,663-13.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |