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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 | $157,270-100.0% | $141,173-100.0% | $152,870-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | 27.00% | 64.33%-37.3pp | 71.40%-44.4pp | 345.34%-318.3pp |
| Employer contribution / active EE | $2,600 | $5,261-50.6% | $4,735-45.1% | $4,763-45.4% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |