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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 | $132,310-100.0% | $105,754-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 78.9%-78.9pp | 83.0%-83.0pp |
| Annual return | 13.99% | 10.08%+3.9pp | 12.25%+1.7pp | 41.46%-27.5pp |
| Employer contribution / active EE | $100,000 | $4,867+1954.8% | $4,079+2351.6% | $4,869+1953.9% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |