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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 | $107,368-100.0% | $92,915-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 15.32% | 145.64%-130.3pp | 109.45%-94.1pp | 345.46%-330.1pp |
| Employer contribution / active EE | $23,027 | $4,222+445.3% | $3,653+530.3% | $4,764+383.4% |
| Participant deferral / active EE | $9,017 | $4,848+86.0% | $4,238+112.8% | $5,851+54.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |