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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 | $160,040-100.0% | $147,096-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 11.26% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $5,422 | $5,289+2.5% | $4,936+9.8% | $4,663+16.3% |
| Participant deferral / active EE | $18,773 | $8,429+122.7% | $8,071+132.6% | $6,691+180.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |