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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 | $166,131-100.0% | $164,975-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 25.59% | 100.37%-74.8pp | 70.12%-44.5pp | 551.28%-525.7pp |
| Employer contribution / active EE | $15,733 | $5,276+198.2% | $4,343+262.3% | $4,663+237.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |