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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 | $102,595-100.0% | $94,057-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 15.38% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $7,940 | $3,147+152.3% | $2,933+170.7% | $4,379+81.3% |
| Participant deferral / active EE | $2,249 | $5,118-56.1% | $4,709-52.2% | $6,730-66.6% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |