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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 | $152,592-100.0% | $125,180-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | 20.70% | 54.84%-34.1pp | 43.79%-23.1pp | 345.39%-324.7pp |
| Employer contribution / active EE | $7,646 | $4,947+54.6% | $3,866+97.8% | $4,763+60.5% |
| Participant deferral / active EE | $9,500 | $5,868+61.9% | $4,937+92.4% | $5,851+62.4% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |