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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 | $97,751-100.0% | $103,447-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 17.11% | 25.43%-8.3pp | 23.92%-6.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $16,896 | $4,684+260.7% | $4,678+261.2% | $4,663+262.3% |
| Participant deferral / active EE | $13,258 | $6,603+100.8% | $6,624+100.2% | $6,691+98.2% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |