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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 | $150,346-100.0% | $120,524-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 14.59% | 154.40%-139.8pp | 107.36%-92.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $20,245 | $4,353+365.1% | $3,469+483.6% | $4,663+334.2% |
| Participant deferral / active EE | $30,500 | $6,172+394.1% | $4,994+510.8% | $6,691+355.9% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |