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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 | $142,354-100.0% | $125,529-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.7%-74.7pp | 80.8%-80.8pp |
| Annual return | 10.25% | 306.06%-295.8pp | 202.56%-192.3pp | 148.84%-138.6pp |
| Employer contribution / active EE | $20,370 | $3,501+481.8% | $3,058+566.2% | $4,248+379.5% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |