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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 | $173,397-100.0% | $135,987-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 20.51% | 1166.18%-1145.7pp | 580.01%-559.5pp | 551.28%-530.8pp |
| Employer contribution / active EE | $1,264 | $5,281-76.1% | $4,214-70.0% | $4,663-72.9% |
| Participant deferral / active EE | $8,606 | $8,710-1.2% | $7,027+22.5% | $6,691+28.6% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |