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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 | $115,903-100.0% | $100,528-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 586.22% | 34.80%+551.4pp | 30.90%+555.3pp | 302.95%+283.3pp |
| Employer contribution / active EE | $14,633 | $4,105+256.5% | $3,419+328.0% | $4,762+207.3% |
| Participant deferral / active EE | $26,000 | $6,677+289.4% | $6,271+314.6% | $5,983+334.6% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |