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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 | $157,304-100.0% | $141,197-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 24.70% | 64.34%-39.6pp | 71.41%-46.7pp | 345.46%-320.8pp |
| Employer contribution / active EE | $37,000 | $5,263+603.1% | $4,736+681.2% | $4,764+676.7% |
| Participant deferral / active EE | $18,500 | $7,111+160.2% | $6,710+175.7% | $5,851+216.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |