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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 | $99,994-100.0% | $146,643-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 18.72% | 18.93%-0.2pp | 22.75%-4.0pp | 318.61%-299.9pp |
| Employer contribution / active EE | $6,212 | $2,559+142.8% | $4,137+50.2% | $2,565+142.2% |
| Participant deferral / active EE | $7,673 | $4,006+91.5% | $5,506+39.4% | $3,952+94.2% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,280-100.0% | $6,261-100.0% |