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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 | $160,028-100.0% | $147,080-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 52.63% | 98.60%-46.0pp | 420.17%-367.5pp | 551.85%-499.2pp |
| Employer contribution / active EE | $12,000 | $5,286+127.0% | $4,933+143.2% | $4,662+157.4% |
| Participant deferral / active EE | $23,000 | $8,422+173.1% | $8,066+185.1% | $6,690+243.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |