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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 | $97,078-100.0% | $103,065-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.6%-80.6pp | 80.3%-80.3pp |
| Annual return | 17.11% | 25.49%-8.4pp | 23.95%-6.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $16,896 | $4,680+261.0% | $4,675+261.4% | $4,663+262.4% |
| Participant deferral / active EE | $13,258 | $6,601+100.8% | $6,625+100.1% | $6,689+98.2% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |