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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 | $208,088-100.0% | $186,193-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 0.00% | 89.97%-90.0pp | 78.03%-78.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,577 | $4,340-63.7% | $3,918-59.8% | $4,379-64.0% |
| Participant deferral / active EE | $7,094 | $7,078+0.2% | $6,513+8.9% | $6,730+5.4% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |