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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 | $176,120-100.0% | $159,487-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 15.84% | 331.95%-316.1pp | 263.71%-247.9pp | 478.89%-463.0pp |
| Employer contribution / active EE | $5,109 | $5,299-3.6% | $4,831+5.7% | $4,840+5.6% |
| Participant deferral / active EE | $11,355 | $7,752+46.5% | $7,354+54.4% | $6,343+79.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |