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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 | $185,141-100.0% | $153,416-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 74.3%-74.3pp | 80.8%-80.8pp |
| Annual return | 7.87% | 18.72%-10.9pp | 17.84%-10.0pp | 148.84%-141.0pp |
| Employer contribution / active EE | $15,000 | $4,489+234.1% | $3,764+298.5% | $4,248+253.1% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |