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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 | $160,070-100.0% | $147,117-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 11.21% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $7,821 | $5,285+48.0% | $4,932+58.6% | $4,663+67.7% |
| Participant deferral / active EE | $23,304 | $8,419+176.8% | $8,065+189.0% | $6,689+248.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |