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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 | $468,422-100.0% | $468,422-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.9%-43.9pp |
| Annual return | 15.25% | 6.31%+8.9pp | 6.74%+8.5pp | 13.05%+2.2pp |
| Employer contribution / active EE | $33,666 | $48,172-30.1% | $43,785-23.1% | $37,651-10.6% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,074-100.0% |