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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 | $150,435-100.0% | $120,580-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 72.0%-72.0pp | 80.3%-80.3pp |
| Annual return | 14.59% | 154.60%-140.0pp | 107.48%-92.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $20,245 | $4,352+365.2% | $3,469+483.6% | $4,663+334.2% |
| Participant deferral / active EE | $30,500 | $6,174+394.0% | $4,995+510.6% | $6,689+356.0% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |