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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 | $228,317-100.0% | $185,808-100.0% | $158,931-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 15.58% | 40.81%-25.2pp | 35.95%-20.4pp | 302.86%-287.3pp |
| Employer contribution / active EE | $10,000 | $4,964+101.4% | $4,086+144.8% | $4,761+110.0% |
| Participant deferral / active EE | $25,000 | $6,415+289.7% | $5,632+343.9% | $5,982+317.9% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |