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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 | $226,105-100.0% | $182,540-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 24.42% | 192.58%-168.2pp | 148.58%-124.2pp | 345.43%-321.0pp |
| Employer contribution / active EE | $5,799 | $4,978+16.5% | $4,076+42.3% | $4,764+21.7% |
| Participant deferral / active EE | $3,314 | $6,370-48.0% | $5,525-40.0% | $5,851-43.4% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |