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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 | $157,276-100.0% | $141,177-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 54.88% | 64.33%-9.5pp | 71.40%-16.5pp | 345.39%-290.5pp |
| Employer contribution / active EE | $2,304 | $5,262-56.2% | $4,736-51.3% | $4,763-51.6% |
| Participant deferral / active EE | $7,250 | $7,110+2.0% | $6,710+8.1% | $5,851+23.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |