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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 | $227,597-100.0% | $189,575-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.4%-78.4pp | 82.1%-82.1pp |
| Annual return | 16.44% | 78.44%-62.0pp | 64.19%-47.7pp | 478.82%-462.4pp |
| Employer contribution / active EE | $19,300 | $5,316+263.0% | $4,412+337.5% | $4,839+298.8% |
| Participant deferral / active EE | $13,000 | $7,002+85.7% | $6,174+110.6% | $6,342+105.0% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |