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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 | $197,603-100.0% | $177,827-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 11.81% | 58.76%-47.0pp | 48.32%-36.5pp | 302.91%-291.1pp |
| Employer contribution / active EE | $27,616 | $6,698+312.3% | $5,918+366.6% | $4,762+479.9% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |