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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 | $110,410-100.0% | $102,437-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 15.46% | 24.85%-9.4pp | 24.95%-9.5pp | 552.29%-536.8pp |
| Employer contribution / active EE | $23,152 | $4,217+449.0% | $3,871+498.1% | $4,663+396.5% |
| Participant deferral / active EE | $23,000 | $5,622+309.1% | $5,060+354.5% | $6,689+243.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |