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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 | $228,395-100.0% | $185,861-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 15.58% | 40.82%-25.2pp | 35.96%-20.4pp | 302.99%-287.4pp |
| Employer contribution / active EE | $10,000 | $4,968+101.3% | $4,088+144.6% | $4,763+110.0% |
| Participant deferral / active EE | $25,000 | $6,417+289.6% | $5,634+343.7% | $5,983+317.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |