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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 | $173,526-100.0% | $136,072-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 20.51% | 1167.12%-1146.6pp | 580.46%-559.9pp | 551.85%-531.3pp |
| Employer contribution / active EE | $1,264 | $5,285-76.1% | $4,216-70.0% | $4,662-72.9% |
| Participant deferral / active EE | $8,606 | $8,711-1.2% | $7,028+22.5% | $6,690+28.7% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |